VITAL INVESTMENT MANAGEMENT LLC

CRD 300811File 801-114889

APPROVED

Retail clients

Custody

Filing as of Mar 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$283.9M

Below cohort median (national)

Discretionary AUM

$279.7M

Non-discretionary $4.2M

Clients

399

964 accounts

Employees

Below cohort median in CO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Mar 22, 2019
Principal office: 4045 ST. CLOUD DRIVE, SUITE 220, LOVELAND, CO, 80538
Phone: 970-776-3316
Website: http://www.VIMadvisor.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $283.9M
Discretionary AUM: $279.7M
Non-discretionary AUM: $4.2M
Discretionary accounts: 960
Non-discretionary accounts: 4
Total accounts: 964
AUM per client: $712K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	99	$205.8M
Pension and profit sharing plans	8	$2.7M
Individuals (other than high net worth individuals)	292	$75.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — MONTHLY RECURRING FINANCIAL PLANNING SERVICES FEE
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.