Radix Financial, LLC

Overview

Radix Financial, LLC is an independent registered investment adviser that focuses on advisory and portfolio management for affluent individuals, families and institutional or business clients. The firm combines financial planning with discretionary and non-discretionary portfolio oversight, offering both percentage-of-AUM and fixed-fee billing. Filings indicate a clear preference for listed equities as the core of client portfolios, while the firm also sponsors or acts as managing member of pooled investment vehicles, suggesting an ability to structure or participate in private investment vehicles alongside third-party managers. Radix does not position itself as an active ESG investor and, according to regulatory filings, is not designated as a multi-state adviser despite maintaining multiple offices. Its service mix centers on tailored financial planning and portfolio management for individuals and small businesses as well as investment management for businesses or institutional clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices