VIRTUS FINANCIAL PARTNERS, LLC

VIRTUS FINANCIAL PARTNERS, LLC is an SEC-registered investment adviser (CRD 323365). Regulatory assets under management: $152.5M.

Registration

• CRD: 323365
• SEC file number: 801-126973
• Type: Registered investment adviser
• Phone: 407-267-8445
• Latest filing: 2026-07-22
• Regulatory AUM: $152.5M
• Discretionary AUM: $111.5M
• Non-discretionary AUM: $41.0M
• Clients: 6
• Accounts: 1,887

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323365 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search