Virtus Financial Group

Overview

Virtus Financial Group is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families on a fee‑based, percentage‑of‑AUM model and describes itself as a capital allocator that uses third‑party managers alongside in‑house portfolio management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers. The firm does not identify as an active ESG investor and is not designated as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices