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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 1b 10b

VIGILANT WEALTH MANAGEMENT

VIGILANT CAPITAL MANAGEMENT, LLC, CRD 119642

PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:090bf7b7-03a1-09e0-a9ec-34e95ada5bb4

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 31
Dated events: 27
On other graphs: 0
Observed: Mar 20, 2012 to Mar 30, 2023
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.2BItem 5.F on the latest filing (2023-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.2B
Private client RAUM: $2.1BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 29
Advisory employees: 20
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,753
Individual clients: 81
High net worth clients: 416
Custody, client assets: $1.2B
SEC number: 801-61006
CRD: 119642
Filings on the tape: 24
First filed: Mar 20, 2012
Latest filed: Mar 30, 2023
Organised: Limited Liability Company, Maine

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BLAISDELL, LAWRENCE, ARTHUR	CHIEF COMPLIANCE OFFICER	Na	yes	07/2012	Jul 3, 2013	Mar 30, 2023
CARLISLE, JEFFREY, FOLSOM	Member	C	yes	03/2002	Mar 20, 2012	Mar 30, 2023
CARLISLE, JEFFREY, FOLSOM	FOUNDER & PRINCIPAL	Na	yes	03/2002	Mar 20, 2012	Mar 30, 2023
MULKERN, DANIEL, MICHAEL	Member	C	yes	03/2002	Mar 20, 2012	Mar 30, 2023
MULKERN, DANIEL, MICHAEL	FOUNDER & PRINCIPAL	Na	yes	03/2002	Mar 20, 2012	Mar 30, 2023
SORENSEN, SCOTT, DAVID	Member	C	yes	03/2002	Mar 20, 2012	Mar 30, 2023
SORENSEN, SCOTT, DAVID	FOUNDER & PRINCIPAL	Na	yes	03/2002	Mar 20, 2012	Mar 30, 2023
VIGILANT CAPITAL, LLC	Member	E	yes	03/2002	Mar 20, 2012	Mar 30, 2023

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Portsmouth	Nh	United States	12	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 30, 2023	$2.2B	$2.2B	29	20	1	n/a	n/a
2021	Mar 30, 2022	$2.2B	$2.2B	28	21	1	n/a	n/a
2020	Mar 30, 2021	$1.7B	$1.7B	24	17	1	n/a	n/a
2019	Mar 30, 2020	$1.4B	$1.4B	24	18	1	n/a	n/a
2018	Mar 26, 2019	$1.1B	$1.1B	23	17	1	n/a	n/a
2017	Mar 29, 2018	$1.0B	$1.0B	21	15	1	n/a	n/a
2016	Mar 30, 2017	$765M	$765M	17	11	n/a	n/a	n/a
2015	Mar 23, 2016	$675M	$675M	18	8	n/a	n/a	n/a
2014	Feb 25, 2015	$686M	$686M	18	8	n/a	n/a	n/a
2013	Mar 19, 2014	$611M	$611M	17	8	n/a	n/a	n/a
2012	Jan 14, 2013	$495M	$495M	16	5	n/a	n/a	n/a
2011	Mar 20, 2012	$387M	$387M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$2.2B	$2.2B	-1.8%	$1.4B	16.6%	29	28	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
HIGHTOWER ADVISORS, LLC	10	Jul 19, 2023	Jun 30, 2023	PORTLAND, ME	Firm absorbed	RIA to ibd	52.6%
HIGHTOWER ADVISORS, LLC	9	Jul 19, 2023	Jun 30, 2023	PORTSMOUTH, NH	Team lift out	RIA to ibd	47.4%

Relationships

Controls (5)

← SORENSEN, SCOTT, DAVIDOwnerMEMBER, ownership code C, individual
Mar 20, 2012 to presentfactForm ADV
← BLAISDELL, LAWRENCE, ARTHUROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 3, 2013 to presentfactForm ADV
← MULKERN, DANIEL, MICHAELOwnerMEMBER, ownership code C, individual
Mar 20, 2012 to presentfactForm ADV
← CARLISLE, JEFFREY, FOLSOMOwnerMEMBER, ownership code C, individual
Mar 20, 2012 to presentfactForm ADV
← VIGILANT CAPITAL, LLCOwnerMEMBER, ownership code E, domestic entity
Mar 20, 2012 to presentfactForm ADV

Registered with (21)

← Lawrence A BlaisdellAdvisorregistration: previous registration
Oct 29, 2009 to Jul 21, 2023factForm ADV
← Izabela HallettAdvisorregistration: previous registration
Sep 24, 2018 to Jul 20, 2023factForm ADV
← Jeffrey Folsom CarlisleAdvisorregistration: previous registration
Sep 30, 2002 to Jul 20, 2023factForm ADV
← James Hadley OConnorAdvisorregistration: previous registration
Sep 15, 2018 to Jul 20, 2023factForm ADV
← Christopher PenfieldAdvisorregistration: previous registration
Nov 29, 2012 to Jul 20, 2023factForm ADV
← Alexander PantaloneAdvisorregistration: previous registration
Jul 12, 2021 to Jul 20, 2023factForm ADV
← James HollerAdvisorregistration: previous registration
Sep 19, 2022 to Jul 20, 2023factForm ADV
← Scott David SorensenAdvisorregistration: previous registration
Sep 30, 2002 to Jul 19, 2023factForm ADV
← Christopher Helm LyfordAdvisorregistration: previous registration
Apr 26, 2010 to Jul 19, 2023factForm ADV
← Daniel MulkernAdvisorregistration: previous registration
Sep 30, 2002 to Jul 19, 2023factForm ADV
← William F CliffordAdvisorregistration: previous registration
Oct 15, 2012 to Jul 19, 2023factForm ADV
← Jean TrimAdvisorregistration: previous registration
Sep 21, 2011 to Jul 19, 2023factForm ADV
← Samuel WitherspoonAdvisorregistration: previous registration
Jul 24, 2015 to Jul 19, 2023factForm ADV
← Ann Marie MohammadAdvisorregistration: previous registration
Feb 3, 2015 to Jul 19, 2023factForm ADV
← Hope MartinAdvisorregistration: previous registration
Jun 26, 2014 to Jul 19, 2023factForm ADV
← HANNAH LINDSEY SANTYAdvisorregistration: previous registration
May 8, 2018 to Jul 19, 2023factForm ADV
← Amelia McCarthyAdvisorregistration: previous registration
Aug 12, 2021 to Jul 19, 2023factForm ADV
← Stephanie A DunbarAdvisorregistration: previous registration
Feb 13, 2022 to Jul 19, 2023factForm ADV
← Colin Patrick KelleyAdvisorregistration: previous registration
Jul 6, 2022 to Jul 19, 2023factForm ADV
← Micah Davis-JohnsonAdvisorregistration: previous registration
Sep 20, 2018 to Mar 30, 2021factForm ADV
← ANDREW DOUGLAS KALMANAdvisorregistration: previous registration
Sep 2, 2009 to Jul 13, 2015factForm ADV

Moved with (1)

→ HIGHTOWER ADVISORS, LLCRegistered adviser10 advisors, firm absorbed
Jul 19, 2023 to Jun 30, 2023factForm ADV

Dated events

Occurred
Jul 21, 2023
Advisor changed firm
Lawrence A Blaisdell left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
Alexander Pantalone left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
James Hadley Oconnor left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
Izabela Hallett left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
Christopher Penfield left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
James Holler left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 20, 2023
Advisor changed firm
Jeffrey Folsom Carlisle left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Firm absorbed
Vigilant Wealth Management's advisors moved to Hightower Advisors, LLC (Portland, ME): 10 of 19 registered, within 2 days
Form ADVobserved 5 days ago
10 advisors
Occurred
Jul 19, 2023
Team lift-out
9 advisors left Vigilant Wealth Management (Portsmouth, NH) for Hightower Advisors, LLC a day apart
Form ADVobserved 5 days ago
9 advisors
Occurred
Jul 19, 2023
Advisor changed firm
Ann Marie Mohammad left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
William F Clifford left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Stephanie A Dunbar left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Samuel Witherspoon left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Amelia Mccarthy left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Christopher Helm Lyford left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Scott David Sorensen left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Colin Patrick Kelley left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Jean Trim left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Daniel Mulkern left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Hannah Lindsey Santy left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2023
Advisor changed firm
Hope Martin left Vigilant Wealth Management for Hightower Advisors, Llc (registered 2023-06-30)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2022
Regulatory AUM changed
Vigilant Wealth Management reported RAUM $2.2B, up 28% from $1.7B (2021-03-30 to 2022-03-30)
Form ADVobserved 6 days ago
$494M
Occurred
Mar 30, 2021
Regulatory AUM changed
Vigilant Wealth Management reported RAUM $1.7B, up 26% from $1.4B (2020-09-10 to 2021-03-30)
Form ADVobserved 6 days ago
$357M
Occurred
Sep 10, 2020
Control person left
Darrell Lester Mayeux (Member) no longer on Schedule A of Vigilant Wealth Management (listed 2020-06-29, absent 2020-09-10)
Form ADVobserved 6 days ago
Occurred
Sep 10, 2020
Control person left
Lund Laurie Chandler (Member) no longer on Schedule A of Vigilant Wealth Management (listed 2020-06-29, absent 2020-09-10)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Regulatory AUM changed
Vigilant Wealth Management reported RAUM $1.4B, up 28% from $1.1B (2019-04-25 to 2020-03-30)
Form ADVobserved 6 days ago
$302M
Occurred
Mar 29, 2018
Regulatory AUM changed
Vigilant Wealth Management reported RAUM $1.0B, up 36% from $765.3M (2017-03-30 to 2018-03-29)
Form ADVobserved 6 days ago
$275M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:090bf7b7-03a1-09e0-a9ec-34e95ada5bb4
First observed: Mar 20, 2012
Last observed: Mar 30, 2023 42 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VIGILANT WEALTH MANAGEMENT

VIGILANT CAPITAL MANAGEMENT, LLC, CRD 119642

PORTLAND, ME

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:090bf7b7-03a1-09e0-a9ec-34e95ada5bb4

Data as of Mar 30, 2023 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLAISDELL, LAWRENCE, ARTHUR

CHIEF COMPLIANCE OFFICER

yes

07/2012

Jul 3, 2013

Mar 30, 2023

CARLISLE, JEFFREY, FOLSOM

Member

yes

03/2002

Mar 20, 2012

Mar 30, 2023

CARLISLE, JEFFREY, FOLSOM

FOUNDER & PRINCIPAL

yes

03/2002

Mar 20, 2012

Mar 30, 2023

MULKERN, DANIEL, MICHAEL

Member

yes

03/2002

Mar 20, 2012

Mar 30, 2023

MULKERN, DANIEL, MICHAEL

FOUNDER & PRINCIPAL

yes

03/2002

Mar 20, 2012

Mar 30, 2023

SORENSEN, SCOTT, DAVID

Member

yes

03/2002

Mar 20, 2012

Mar 30, 2023

SORENSEN, SCOTT, DAVID

FOUNDER & PRINCIPAL

yes

03/2002

Mar 20, 2012

Mar 30, 2023

VIGILANT CAPITAL, LLC

Member

yes

03/2002

Mar 20, 2012

Mar 30, 2023

City

State

Country

Employees

Also broker-dealer

Portsmouth

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 30, 2023

$2.2B

n/a

2021

Mar 30, 2022

$2.2B

n/a

2020

Mar 30, 2021

$1.7B

n/a

2019

Mar 30, 2020

$1.4B

n/a

2018

Mar 26, 2019

$1.1B

n/a

2017

Mar 29, 2018

$1.0B

n/a

2016

Mar 30, 2017

$765M

n/a

2015

Mar 23, 2016

$675M

n/a

2014

Feb 25, 2015

$686M

n/a

2013

Mar 19, 2014

$611M

n/a

2012

Jan 14, 2013

$495M

n/a

2011

Mar 20, 2012

$387M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$2.2B

-1.8%

$1.4B

16.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

HIGHTOWER ADVISORS, LLC

Jul 19, 2023

Jun 30, 2023

PORTLAND, ME

Firm absorbed

RIA to ibd

52.6%

HIGHTOWER ADVISORS, LLC

Jul 19, 2023

Jun 30, 2023

PORTSMOUTH, NH

Team lift out

RIA to ibd

47.4%