RADIX ORGANIZATION, INC.

Overview

Radix Organization, Inc. is a privately owned advisory corporation that blends direct portfolio management for individuals and small businesses with selection and oversight of outside advisers. The firm acts as a capital allocator, steering client capital across publicly traded equities and third-party alternative managers. Its business model uses both percentage-of-assets and flat-fee arrangements and it does not position itself as an ESG-focused or multi-state adviser. Investment activity shows a clear equity tilt: the firm prefers liquid, exchange-listed exposures and uses that core equity sleeve as the backbone of client portfolios. For clients seeking manager access, Radix Organization, Inc. sources external strategies—most notably hedge funds—alongside pooled vehicles such as mutual funds. Services emphasize discretionary portfolio management where the firm holds authority ($139.1M discretionary) while retaining a smaller non‑discretionary component that accommodates client-directed mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices