Vandalia Wealth

Overview

Vandalia Wealth is an SEC registered investment adviser based in Charleston, WV, registered since 2026. It reports $25M in assets under management across 469 accounts, with 22 employees. It has 4 investment adviser representatives.

Reported AUM

$25M

Discretionary

100%

Accounts

469

Average account

$532K

Employees

22

Advisory reps

4

Registered since

2026

Jurisdictions

18

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Ian Scott McIlvaine Chief Executive Officer, Chief Investment Officer, Chief Compliance Officer CRD 5810481
• John Michael Jones President, Chief Operating Officer, Wealth Advisor CRD 2650351

Advisory reps 3 of 4

• Jonathan Crawford Dorsey Insurance Agent · Investment Adviser Rep CRD 5609770
• John Davis Fleming Investment Adviser Rep CRD 6592334
• Ashley Witt Israel Investment Adviser Rep CRD 6106742

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

500 Corporate Lndg Ste 201
Charleston, WV 25311

County

Kanawha

Metro area

Charleston, WV

Region

South

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: vandaliawealth.com

Every state, with registration dates

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