|
⚲
|
| Keyboard |
| Virtus Advisers LLC
✚
|
|
|---|---|
| CRD # | 168955 |
| SEC # | 801-78585 |
| CIK # | 0000019481, 0001587281 |
| AUM | 1,418.6 M (2026-03-20) |
| Employees | 8 (88% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-248-7971 |
| Address | One Financial Plaza Hartford, CT 06103 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 1.0 | ||
| Henry Jack & Associates Inc | 0.9 | ||
| Amazon Com Inc | 0.8 | ||
| Primerica Inc | 0.8 | ||
| Toro Co | 0.7 | ||
| Teledyne Technologies Inc | 0.7 | ||
| RBC Bearings Inc | 0.7 | ||
| Interactive Brokers Group Inc | 0.7 | ||
| Simpson Manufacturing Co Inc /CA/ | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 6 | 495.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 199.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 15.2 |
| (n) Other | 0 | 708.4 |
| Total | 14 | 1,418.6 |
| By Discretionary | ||
| Discretionary | 13 | 710.3 |
| Non-Discretionary | 1 | 708.4 |
| Total | 14 | 1,418.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.6 | |
| United States Persons | 1,414.1 | |
| Total | 14 | 1,418.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000019481] | |
| 13F-NT | [0000019481] | |
| SC 13G | [0000019481] | |
| 13F-HR | [0001587281] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
| LEI | 54930093MXYO0KPSPP32 |
| Comparable Firms | State | AUM |
|---|---|---|
|
True Private Wealth Advisors LLC
✚
|
OR | 1,426.8 M |
|
Nottingham Advisors Inc
✚
|
NY | 1,426.1 M |
|
The Edgar Lomax Company
✚
|
VA | 1,424.0 M |
|
Ironsides Asset Advisors LLC
✚
|
NC | 1,423.9 M |
|
MBL Wealth LLC
✚
|
NC | 1,422.9 M |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1,421.9 M |
|
Fourstar Wealth Advisors LLC
✚
|
IL | 1,420.7 M |
|
AA Financial Advisors LLC
✚
|
OH | 1,418.6 M |
|
V-Square Quantitative Management LLC
✚
|
IL | 1,416.6 M |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1,415.5 M |