Virtus Financial Partners

RIASEC Registered

Total AUM

$153M

Discretionary

$112M

73% of AUM

Avg account

$80.8K

Accounts

1,887

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 323365
Registered since: November 30, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals43.86%
HNWI29.26%
Pension & Profit Sharing Plans26.87%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Virtus Financial Partners is an independent registered investment adviser organized as an LLC that began its SEC registration in 2022. The firm identifies itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and client education through seminars and workshops. Compensation is flexible across percentage-of-AUM, hourly fees, and fixed-fee arrangements. The firm does not position itself as an active ESG investor and appears to operate primarily within a single state jurisdiction. It reports being owned by an individual and is not flagged as a pension consultant or a related adviser.