Virgil Wealth Advisory

Overview

Virgil Wealth Advisory is an independent, individually owned registered investment adviser organized as a limited liability company. The firm focuses on financial planning and portfolio management for individuals and small businesses, operating on a fee model that combines a percentage-of-AUM charge with the option of fixed fees. The adviser does not identify as an active ESG investor, is not set up as a multi-state adviser or pension consultant, and is not classified as a capital allocator or related adviser in the filing summary.

Assets & Accounts

Public Holdings

Investments & Alternatives