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| Radix Financial LLC
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|
|---|---|
| CRD # | 171159 |
| SEC # | 801-114657 |
| CIK # | |
| AUM | $231.6 M (2026-01-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 405-673-5066 |
| Address | 5th Floor Anderson Square Building George Town, Cayman Islands |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 5.4 |
| (b) Individuals (high net worth individuals) | 18 | 33.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 15.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 11.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 166.1 |
| (n) Other | 0 | 0.0 |
| Total | 132 | 231.6 |
| By Discretionary | ||
| Discretionary | 83 | 21.3 |
| Non-Discretionary | 49 | 210.3 |
| Total | 132 | 231.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.5 | |
| United States Persons | 205.1 | |
| Total | 132 | 231.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Millennium Capital Advisors LLC
✚
|
AR | 0.2 |
|
Reshape LLC
✚
|
FL | 0.2 |
|
ECON Financial Services Corporation
✚
|
PA | 0.2 |
|
Piedmont Capital Management LLC
✚
|
NC | 0.2 |
|
Taurus Capital Advisors LLC
✚
|
OR | 0.2 |
|
L&S Investment Advisors LLC
✚
|
FL | 0.2 |
|
Andrew Hill Investment Advisors Inc
✚
|
FL | 0.2 |
|
Vann Equity Management LLC
✚
|
TX | 0.2 |
|
Tenzing Financial LLC
✚
|
VA | 0.2 |
|
Arch Global Advisors LLC
✚
|
NY | 0.2 |