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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Radix Financial LLC
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| CRD # | 171159 |
| SEC # | 801-114657 |
| CIK # | |
| AUM | $205.1 M (2025-01-28) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 405-673-5066 |
| Address | 5th Floor Anderson Square Building George Town, Cayman Islands |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 3.4 |
| (b) Individuals (high net worth individuals) | 16 | 19.6 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 20.0 |
| (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 | 152.2 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 205.1 |
| By Discretionary | ||
| Discretionary | 85 | 34.4 |
| Non-Discretionary | 36 | 170.6 |
| Total | 121 | 205.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 20.0 | |
| United States Persons | 185.1 | |
| Total | 121 | 205.1 |
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|---|---|---|
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FL | 0.2 |
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MI | 0.2 |
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TX | 0.2 |
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Aljen Asset Management LLC
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Belleair Asset Management LLC
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FL | 0.2 |
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Family Fiduciary Services Inc
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MA | 0.2 |
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Capital Financial Group Inc
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CO | 0.2 |
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Brewster Financial Planning LLC
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NY | 0.2 |
|
Bland Garvey Wealth Advisors LLC
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TX | 0.2 |
|
Aspiring Ventures LLC
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OH | 0.2 |