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VIRTUS FIXED INCOME ADVISERS, LLC
CRD 146029File 801-68743
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$34.91B
Top 10% of cohort (national)
Discretionary AUM
$34.91B
Clients
220
226 accounts
Employees
95
Top 10% of cohort in CT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 25, 2008
- Principal office
- ONE FINANCIAL PLAZA, HARTFORD, CT, 06103
- Phone
- 877-332-8172
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $34.91B
- Discretionary AUM
- $34.91B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 226
- Non-discretionary accounts
- 0
- Total accounts
- 226
- AUM per client
- $158.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $240.1M |
| Non-U.S. persons | Fewer than 5 | $2.00B |
| Insurance companies | 5 | $893.6M |
| Investment companies | 88 | $13.21B |
| Charitable organizations | 7 | $373.7M |
| Other investment advisers | 23 | $1.87B |
| High net worth individuals | 13 | $521.2M |
| Pooled investment vehicles | 20 | $3.34B |
| Pension and profit sharing plans | 46 | $7.66B |
| State or municipal government entities | 11 | $4.18B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- 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
- No
- Firm Custody Clients
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.