# Vital Investment Management

Vital Investment Management is a RIA based in Loveland, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Loveland, United States
- **Region:** North America
- **Address:** Loveland, OH, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** vimadvisor.com

## Regulatory record

- **CRD number:** 300811
- **SEC file number:** 801-114889
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300811

## About

Vital Investment Management was established in 2019 in Loveland, Ohio, a suburb northeast of Cincinnati. The firm operates as a registered investment advisor, a structure that binds it to fiduciary standards for every client it serves. Its stated reach includes high-net-worth individuals, corporations, and charitable organizations, positioning it as a local wealth-management practice that handles the complete financial picture for a concentrated client base. The practice offers financial planning, asset management, and portfolio management. Its geographic focus is the Greater Cincinnati region, a market of long-established manufacturing and service-industry fortunes. The firm's scale remains undisclosed. No public filings or press releases name the number of professionals or total regulatory assets under management. It maintains a low digital profile: its website, vimadvisor.com, serves as its single public-facing presence. No LinkedIn page or alternative digital footprint was identified in public record. Vital Investment Management's structural distinction lies in its youth combined with an RIA charter in an affluent Cincinnati satellite city. This creates a two-sided identity: it must build trust as a new fiduciary in a market where wealth relationships are often multi-generational, while its RIA status legally separates client interests from product-sales incentives common to broker-dealer models in the same geography.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What is the firm's regulatory status and what does it mean for clients?

Vital Investment Management is a Registered Investment Advisor (RIA), regulated by the Securities and Exchange Commission or the Ohio Division of Securities, depending on its total regulatory assets under management. RIA status imposes a fiduciary duty, requiring the firm to act in clients' best interests and disclose conflicts of interest. This sets it apart from broker-dealer models that operate under a suitability standard.

## Related profiles

- [Vita Planning Group](https://altss.com/profile/vita-planning-group)
- [VITAL KSK HOLDINGS](https://altss.com/profile/vital-ksk-holdings)

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Last updated: 2026-08-11T02:43:31.692Z

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