VIRTUS FINANCIAL GROUP
Firm details
- Headquarters
- OLIVETTE, Missouri
- CRD number
- 317832
- Registered since
- April 13, 2026
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI51.12%
- Individuals48.88%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Virtus Financial Group is an independent registered investment adviser organized as an LLC and described as a capital allocator that serves individual and family clients on a fee basis tied to assets under management. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. The firm is not described as an active ESG investor; it reports an SEC registration year of 2026 and indicates individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities49%
- Public Funds/Mutual Funds23%
- Derivatives20%
- Cash & Cash Equivalents8%
Contacts
3 of 5Josie Metzger
Financial Service AdvisorCRD 7630529
GREGORY FAHRENKRUG
Investment Advisor RepresentativeCRD 7842609
Kerri Elson
Investment Advisor RepresentativeCRD 8133912
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLIVETTE, MO
SAINT LOUIS
Location
OLIVETTE, MO
Headquartered in OLIVETTE, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 9378 Olive Blvd
- Time zone
- CT (UTC-6)
- Office locations
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