Virtus Financial Partners

Overview

Virtus Financial Partners is an independent, SEC-registered registered investment adviser that began SEC registration in 2022 and is structured as an LLC owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, blending direct portfolio management with selection of outside managers. Primary services described in filings include financial planning, portfolio management for individuals and small businesses, manager selection, and client education such as seminars and workshops. Compensation arrangements include asset-based fees plus the option for hourly and fixed-fee engagements. The firm is not identified as an active ESG investor and does not present itself as a multi-state adviser or pension consultant in the publicly available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices