AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
CH

Carey Y. Hilburn

VITAL CAPITAL
Clinton, IA 52732
Some features on this profile are disabled
CRD#: 6288212
CH

Professional summary

Carey Yeary Hilburn, CFP®, who also goes by Carey Allison Yeary, is a registered financial advisor currently at VITAL CAPITAL LLC located in Clinton, Iowa.

Carey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Carey has worked at 4 firms .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Carey Allison Yeary

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carey Yeary Hilburn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

March 14, 2022 - Present

VITAL CAPITAL LLC

Office #1: 132 6th Avenue South, Clinton, IA 52732
RIA
CRD#: 318147
Clinton, IA
Past

June 16, 2020 - June 3, 2022

CENTRAL WEALTH MANAGEMENT LLC

RIA
CRD#: 293172
DALLAS, TX
Past

July 11, 2019 - June 1, 2020

BEAIRD HARRIS

RIA
CRD#: 107238
DALLAS, TX
Past

July 28, 2016 - June 13, 2019

QUEST CAPITAL MANAGEMENT, INC.

RIA
CRD#: 114690
DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(6/20/2022)
IAR
Illinois
(4/8/2022)
IAR
Iowa
(3/14/2022)
IAR
Texas
(6/6/2022)

Exams

Current Firm

VC
VITAL CAPITAL LLC
THE LONERGAN GROUP, LLC DBA VITAL WEALTH | VITAL WEALTH | VITAL CAPITAL LLC

CRD#: 318147 / SEC#:

California
Registered Investment Advisory firm - (6/20/2022 Approved)
Florida
Registered Investment Advisory firm - (4/12/2024 Approved)
Illinois
Registered Investment Advisory firm - (3/8/2022 Approved)
Iowa
Registered Investment Advisory firm - (3/14/2022 Approved)
Pennsylvania
Registered Investment Advisory firm - (10/24/2022 Approved)
Texas
Registered Investment Advisory firm - (6/6/2022 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
132 6th Avenue South, Clinton, IA 52732
Mailing Address
Phone number
(563) 243-2300
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts320
AUM (Assets Under Management)$ 41,717,323

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VITAL CAPITAL LLC

CRD#: 318147Clinton, IA 52732

TRUST BUT VERIFY

Monitor Carey Hilburn

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AB
Andrew BekheetAdvisorCheck Check Mark
COMERICA SECURITIES
PR
DETROIT, MI
Natalia Carolina Avila
Natalia AvilaAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
SANTA CLARITA, CA
Ardal Powell
Ardal PowellAdvisorCheck Check Mark
EAGLE STRATEGIES LLC
IAR
RR
NEW WINDSOR, NY
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.