David Eads
Vital Investment Management · Loveland, Colorado
David Eads is a fee-only financial advisor at Vital Investment Management in Loveland, Colorado, who holds the CFP credential. Vital Investment Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Vital Investment Management |
|---|---|
| Based in | Loveland, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $283.9M across 964 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 6058093 |
| Exams passed | Series 65 (2013) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.vimadvisor.com |
| Profile |
How David's firm compares
- Vital Investment Management's average account is about $295,000, from its Form ADV (assets managed divided by 964 accounts).
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Questions about David
Is David Eads a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Vital Investment Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Vital Investment Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Eads based?
David Eads is based in Loveland, Colorado.
What credentials does David Eads hold?
David Eads holds the CFP credential.
Is David Eads registered with the SEC?
Yes. David Eads is registered as an investment adviser representative in CO and TX (CRD 6058093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vital Investment Management manage?
Vital Investment Management reports $283.9M across 964 accounts in assets under management.
How do I contact David Eads?
Through David's website, www.vimadvisor.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
- 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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