VITAL INVESTMENT MANAGEMENT LLC
CRD #300811 SEC #801-114889 LOVELAND, CO 970-776-3316
SEC Registered
Total AUM
$227.6M
Discretionary
$224M
Employees
6
Clients
101
Accounts
951
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $227.6M | $224M | $3.6M | 6 | 1 |
| Mar 2025 | $227.6M | $224M | $3.6M | 6 | 1 |
| Jun 2024 | $195M | $191.8M | $3.2M | 5 | 0 |
| Mar 2024 | $195M | $191.8M | $3.2M | 5 | 0 |
| Mar 2023 | $157.7M | $156.5M | $1.2M | 5 | 0 |
| Mar 2022 | $156.3M | $155.2M | $1.2M | 5 | 0 |
| Feb 2021 | $129.1M | $128.2M | $897.9K | 2 | 0 |
| Jul 2020 | $110.4M | $108.4M | $2M | 2 | 0 |
| Jun 2020 | $110.4M | $108.4M | $2M | 2 | 0 |
| May 2020 | $110.4M | $108.4M | $2M | 2 | 0 |
| Mar 2020 | $110.4M | $108.4M | $2M | 2 | 0 |
| Oct 2019 | $101.1M | $99.4M | $1.7M | 1 | 0 |
| Oct 2019 | $101.1M | $99.4M | $1.7M | 1 | 0 |
| Jul 2019 | $101.1M | $99.4M | $1.7M | 1 | 0 |
| May 2019 | $88.8M | $85.4M | $3.4M | 1 | 0 |
| Feb 2019 | $0 | $0 | $0 | 1 | 0 |
DateNov 2025
Total AUM$227.6M
Discretionary$224M
Non-Disc.$3.6M
Employees6
Clients1
DateMar 2025
Total AUM$227.6M
Discretionary$224M
Non-Disc.$3.6M
Employees6
Clients1
DateJun 2024
Total AUM$195M
Discretionary$191.8M
Non-Disc.$3.2M
Employees5
Clients0
DateMar 2024
Total AUM$195M
Discretionary$191.8M
Non-Disc.$3.2M
Employees5
Clients0
DateMar 2023
Total AUM$157.7M
Discretionary$156.5M
Non-Disc.$1.2M
Employees5
Clients0
DateMar 2022
Total AUM$156.3M
Discretionary$155.2M
Non-Disc.$1.2M
Employees5
Clients0
DateFeb 2021
Total AUM$129.1M
Discretionary$128.2M
Non-Disc.$897.9K
Employees2
Clients0
DateJul 2020
Total AUM$110.4M
Discretionary$108.4M
Non-Disc.$2M
Employees2
Clients0
DateJun 2020
Total AUM$110.4M
Discretionary$108.4M
Non-Disc.$2M
Employees2
Clients0
DateMay 2020
Total AUM$110.4M
Discretionary$108.4M
Non-Disc.$2M
Employees2
Clients0
DateMar 2020
Total AUM$110.4M
Discretionary$108.4M
Non-Disc.$2M
Employees2
Clients0
DateOct 2019
Total AUM$101.1M
Discretionary$99.4M
Non-Disc.$1.7M
Employees1
Clients0
DateOct 2019
Total AUM$101.1M
Discretionary$99.4M
Non-Disc.$1.7M
Employees1
Clients0
DateJul 2019
Total AUM$101.1M
Discretionary$99.4M
Non-Disc.$1.7M
Employees1
Clients0
DateMay 2019
Total AUM$88.8M
Discretionary$85.4M
Non-Disc.$3.4M
Employees1
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0