Vigil Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Vigil Wealth Management reports 176 clients. They include 89 individual clients, 73 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 96.1% ($179M across 411 accounts) are managed with discretion; $7.2M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $176M. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 8% |
| High-net-worth individuals | 41% | 69% |
| Pension and profit-sharing plans | 3% | 4% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | 5% | 19% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 89 | $14.3M | 7.7% | $160K |
| High-net-worth individuals | 73 | $129M | 69.2% | $1.76M |
| Pension and profit-sharing plans | 6 | $7.2M | 3.9% | $1.2M |
| Charitable organizations | Fewer than 5 | $285K | 0.2% | — |
| Corporations and other businesses | 8 | $35.5M | 19.1% | $4.44M |
| Total | 176 | $186M | 100% | — |
- Clients
- 89
- Regulatory AUM
- $14.3M
- AUM share
- 7.7%
- Avg. per client
- $160K
- Clients
- 73
- Regulatory AUM
- $129M
- AUM share
- 69.2%
- Avg. per client
- $1.76M
- Clients
- 6
- Regulatory AUM
- $7.2M
- AUM share
- 3.9%
- Avg. per client
- $1.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $285K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 8
- Regulatory AUM
- $35.5M
- AUM share
- 19.1%
- Avg. per client
- $4.44M
Total
- Clients
- 176
- Regulatory AUM
- $186M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Vigil Wealth Management charges up to 2.50% for its Wealth Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Retirement Plan Advisory Services
- Retirement plan advisory is charged an annual asset-based fee of up to 1.00%, negotiable depending on plan size and complexity.
- Standalone Financial Planning
- Standalone financial planning is charged hourly at $200 per hour or as a fixed fee of $5,000; fees may be negotiable.
David Vigil owns 75% or more of Vigil Wealth Management. The leadership team of Vigil Wealth Management includes Chief Compliance Officer David Vigil. It has 4 employees, 3 of them in advisory roles.
Leadership
David VigilManaging Director, Private Wealth Advisor, and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 3 state-registered reps
- 2 insurance agents
- 1 soliciting firm
- Owns 75% or more of Vigil Wealth Management, LLC
David Vigil
Control person · since November 2018
Vigil Wealth Management’s regulatory assets grew 1.8× from $105M (March 2023) to $186M (March 2026); clients fell from 193 to 176 and employees rose from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $186M | 176 | 4 | 2 |
| June 2025 | $155M | 164 | 4 | 2 |
| February 2024 | $127M | 158 | 3 | 2 |
| March 2023 | $105M | 193 | 3 | 2 |
Besides its headquarters, Vigil Wealth Management has 1 office (1 private residence, listed without an address), with 1 listed address in Florida.
Florida · 1 listed address
- 822 A1a North, Suite 102, Ponte Vedra BeachHQ
Contact and registration details
- Legal name
- Vigil Wealth Management, LLC
- Headquarters
- 822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082
- Website
- vigilwealthmanagement.com
- Phone
- 904-709-4810
- SEC file
- 801-127114
- Structure
- Florida LLC
- Fiscal year end
- December
Vigil Wealth Management uses Charles Schwab ($176M) as custodian for its separately managed accounts. Vigil Wealth Management has custody of $44.3M in client assets for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $176M100%
At year end, Vigil Wealth Management’s separately managed accounts were mostly in stocks (70%) and funds (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $140M across 81 positions; the largest are Capital Group Dividend Value (10.4%), Dimensional ETF Trust (9.9%) and Capital Group Core Equity ET (9.9%).
What the accounts hold
- Stocks70%
- Funds19%
- Bonds6%
- State and local bonds4%
- U.S. government and agency bonds2%
- Cash4%
- Other1%
- Real-estate investment trusts1%
Reported 13F holdings
- $140M
- Reported 13F value
- 81
- Positions
- 62.5%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- Capital Group Dividend Value · Shs Creat Unit10.4%
- Dimensional ETF Trust · US Cor Equ 2 ETF9.9%
- Capital Group Core Equity ET · Shs Creat Unit9.9%
- Dimensional ETF Trust · US Core EQT Mkt6.8%
- Philip Morris Intl Inc.6.3%
- Capital Group Growth ETF · Shs Creat Unit5.7%
- Capital Grp Fixed Incm ETF T · US Multi-sector3.9%
- Capital Grp Fixed Incm ETF T · Core Bond ETF3.4%
- Capital Grp Fixed Incm ETF T · Core Plus Incm3.4%
- iShares TR · Core S&P500 ETF2.8%
Together, the ten largest are 62.5% of reported value.
How many clients does Vigil Wealth Management have?
Vigil Wealth Management has 176 clients and manages $186 million for them, as of March 2026. They include 89 individual clients, 73 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 March 2026
What services does Vigil Wealth Management offer?
Vigil Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Vigil Wealth Management charge?
Vigil Wealth Management charges up to 2.50% for its Wealth Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Which custodians does Vigil Wealth Management use?
Vigil Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $176M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 March 2026
How many financial advisors does Vigil Wealth Management have?
Vigil Wealth Management has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Vigil Wealth Management invest in?
At the end of its last fiscal year, Vigil Wealth Management’s separately managed accounts held 70% exchange-traded equities, 19% registered funds (mutual funds, ETFs, BDCs), 4% state and local bonds, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% other. The 1% other category is described as: Real-Estate Investment Trusts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Vigil Wealth Management?
Vigil Wealth Management’s direct owner is David Vigil (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 March 2026
How does Vigil Wealth Management get paid?
Vigil Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Vigil Wealth Management?
Vigil Wealth Management’s main office is at 822 A1a North, Suite 102, Ponte Vedra Beach, FL 32082. Its phone number is 904-709-4810. Its website is vigilwealthmanagement.com.