VIRGIL WEALTH ADVISORY

VIRGIL WEALTH ADVISORY of CINCINNATI, OH is an SEC-registered investment adviser (CRD 304882). Regulatory assets under management: $1.2M.

Registration

• CRD: 304882
• Type: Registered investment adviser
• Location: 3542 EDWARDS RD, CINCINNATI, OH, 45208
• Phone: 513-334-7054
• Latest filing: 2026-04-13
• Regulatory AUM: $1.2M
• Discretionary AUM: $1.2M
• Clients: 1
• Accounts: 21

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304882 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search