|
⚲
|
| Keyboard |
| Vigil Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 299619 |
| SEC # | 801-127114 |
| CIK # | 0002107625 |
| AUM | 186.0 M (2026-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 904-709-4810 |
| Address | 822 A1A North Ponte Vedra Beach, FL 32082 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Philip Morris International Inc | 8.1 | ||
| Coach Inc | 2.9 | ||
| Apple Inc | 2.3 | ||
| Alphabet Inc | 2.3 | ||
| Ventas Inc | 1.6 | ||
| Altria Group Inc | 1.6 | ||
| Canadian Natural Resources Ltd | 1.5 | ||
| Caterpillar Inc | 1.2 | ||
| Enbridge Inc | 1.1 | ||
| Morgan Stanley | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 14.3 |
| (b) Individuals (high net worth individuals) | 73 | 128.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 7.2 |
| (h) Charitable organizations | 0 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 35.5 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 186.0 |
| By Discretionary | ||
| Discretionary | 411 | 178.8 |
| Non-Discretionary | 6 | 7.2 |
| Total | 417 | 186.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 25.6 | |
| United States Persons | 160.4 | |
| Total | 417 | 186.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107625] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Granite Financial Group LLC
✚
|
WI | 186.2 M |
|
Eagle Investment Advisors LLC
✚
|
PA | 186.1 M |
|
Total Wealth Services LLC
✚
|
CA | 186.1 M |
|
Gibson Wealth Advisors LLC
✚
|
186.1 M | |
|
Ridge Capital Management LLC
✚
|
GA | 186.0 M |
|
Hillspring Financial Inc
✚
|
AZ | 186.0 M |
|
Schrum Private Wealth Management LLC
✚
|
FL | 185.9 M |
|
The Kocen Financial Group Inc
✚
|
CA | 185.9 M |
|
Liberty Atlantic Advisors LLC
✚
|
185.8 M | |
|
Doheny Asset Management LLC
✚
|
CA | 185.7 M |