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VIRTUS CAPITAL ADVISERS, LLC
CRD 107346File 801-23163
APPROVED
Custody
Filing as of Jun 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.49B
Above cohort median (national)
Discretionary AUM
$1.49B
Clients
12
215 accounts
Employees
0
Above cohort median in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 1, 1985
- Principal office
- ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
- Phone
- 800-248-7971
- Website
- HTTPS://WWW.VIRTUS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.49B
- Discretionary AUM
- $1.49B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 215
- Non-discretionary accounts
- 0
- Total accounts
- 215
- AUM per client
- $124.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $214.4M |
| Charitable organizations | Fewer than 5 | $226.2M |
| Pooled investment vehicles | 8 | $669.7M |
| State or municipal government entities | Fewer than 5 | $313.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 213 | 12 | decreased by201 |
| Apr 1, 2026 | Clients | 200 | 213 | increased by13 |
| Apr 1, 2026 | AUM | $1,445,434,513 | $1,492,592,624 | increased by$47,158,111 |
| Apr 1, 2026 | Accounts | 202 | 215 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,611 | 200 | decreased by1,411 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $14,187,622,000 | $1,445,434,513 | decreased by$12,742,187,487 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,616 | 202 | decreased by1,414 |
| Apr 1, 2022 | Clients | 1,744 | 1,611 | decreased by133 |
| Apr 1, 2022 | AUM | $13,714,094,013 | $14,187,622,000 | increased by$473,527,987 |
| Apr 1, 2022 | Accounts | 1,745 | 1,616 | decreased by129 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIRTUS CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.