Vitral Advisors LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 30, 2026, reports $155M in regulatory assets under management, 5 employees, and 159 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.2% of total clients.
Top client categories% of clientsClients
1
Individuals
64.2%
102
2
HNWI
26.4%
42
3
Corporations
9.4%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$155Mas of March 30, 2026
Discretionary48.1%
$75M
48% of total RAUM48.1%
Non-discretionary51.9%
$80M
52% of total RAUM51.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$155M
Total Accounts159
10Y AUM Change+$155M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.