Ann Lobos
Vitality Capital Management · South Jordan, Utah
Ann Lobos is a fee-only financial advisor at Vitality Capital Management in South Jordan, Utah. Ann focuses on tax planning, real estate investors and small business owners. Vitality Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Real estate investors
Facts
| Firm | Vitality Capital Management |
|---|---|
| Based in | South Jordan, Utah |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $77.2M across 793 accounts |
| SEC registration | Investment adviser representative in UT · CRD 7077896 |
| Exams passed | Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | vitalitycap.com |
| Profile |
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Questions about Ann
Is Ann Lobos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ann holds no broker registration, and Vitality Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ann charge for financial advice?
Ann's firm, Vitality Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ann Lobos based?
Ann Lobos is based in South Jordan, Utah.
What does Ann specialize in?
Ann's specialties include tax planning, real estate investors and small business owners. Ann works with real estate investors.
Is Ann Lobos registered with the SEC?
Yes. Ann Lobos is registered as an investment adviser representative in UT (CRD 7077896), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vitality Capital Management manage?
Vitality Capital Management reports $77.2M across 793 accounts in assets under management.
How do I contact Ann Lobos?
Through Ann's website, vitalitycap.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Vitality Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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