Fee-only adviser · Washington, DC
Vivuto, LLC
Vivuto, LLC is a fee-only investment adviser registered with the securities regulators of District of Columbia, Maryland, Nevada, Virginia, with its main office in Washington, District of Columbia. On its latest Form ADV, filed March 19, 2024, it reports $8.1M in regulatory assets under management, 111 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: District of Columbia, Maryland, Nevada, Virginia |
|---|---|
| Firm CRD number | 300385 |
| Office | 1050 Connecticut Avenue NW Suite 500 Washington, DC 20036 |
| Phone | (202) 909-0874 |
| Website | www.vivuto.com |
| Regulatory assets under management | $8.1M ($4.3M discretionary) |
| Individual clients | 111 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2024 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
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- District Capital Management, LLC $30M
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Nearby
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- Takoma Park 2 firms
- Chevy Chase 9 firms
- Silver Spring 3 firms
- Alexandria 21 firms
- National Harbor 1 firm
- Bethesda 35 firms
- Cabin John 1 firm
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