Vaultis Private Wealth Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$71,746,657
Clients
88
Advisors
2
of 2 employees
About
Vaultis Private Wealth serves individual investors (including high‑net‑worth clients), as well as trusts, estates, charitable organizations, and business entities, providing financial planning, consulting, and investment management services. The firm works with clients on both discretionary and non‑discretionary mandates and can advise on employer‑sponsored retirement plans and variable life/annuity products held at product custodians.
Vaultis constructs customized portfolios tailored to each client’s goals, risk tolerance, and time horizon, primarily allocating among mutual funds, ETFs, equities and fixed income securities. The firm uses a mix of geopolitical and economic analysis alongside quantitative, fundamental and technical methods, and conducts regular monitoring with quarterly reporting.
Notable features include a small advisory team managing roughly $75 million for under 100 client relationships, which corresponds with a relatively high account minimum and higher average account size than many peers. The firm also discloses that its advisors are licensed insurance agents (which may result in commission‑based product sales) and that it offers educational seminars or workshops for clients — an offering that is uncommon among similarly sized supported firms.
Client services
Expertise
Occupation focus
Fee options
Flat fees applicable for certain financial planning services, with some requiring a $500 retainer fee
0.50% to 1.75% annually depending on asset size and type of service
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
$250 per hour for financial planning services
Account minimum: $500,000
Main office
Cincinnati OH
Advisors at this office
2
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jacob R
CFP®, Series 66
Cincinnati, OH
Vaultis Private Wealth Ltd
Jacob Rieger is a CFP® and holds a Series 66 license, currently with Vaultis Private Wealth Ltd. He has 12 years of industry experience, including a decade at UBS Financial Services before joining Vaultis in 2024. Vaultis Private Wealth serves individual investors, trusts, estates, charitable organizations, and business entities with financial planning, consulting, and investment management services. The firm creates customized portfolios using a combination of economic and geopolitical analysis alongside quantitative, fundamental, and technical methods, managing roughly $75 million across fewer than 100 client relationships.
Keith K
Series 66
Cincinnati, OH
Vaultis Private Wealth Ltd
Keith Kohout is a financial advisor at Vaultis Private Wealth Ltd with 20 years of industry experience and holds a Series 66 designation. He has worked at Sigma Planning Corporation and Sigma Financial Corporation since 2014. Outside of finance, he owns Hangar 26, LLC, which manages and operates aircraft, and serves as a board member of the Beech Heritage Museum. Vaultis Private Wealth provides financial planning, consulting, and discretionary investment management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $45.3 million in discretionary assets and typically tailors portfolios using mutual funds, ETFs, and individual equities, employing a range of analytical approaches and third-party custodians such as Fidelity/NFS and Charles Schwab.
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