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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 Oct 1, 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
- Website
- HTTP://WWW.VIRTUS.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 96 | 95 | decreased by1 |
| Apr 1, 2026 | Clients | 227 | 220 | decreased by7 |
| Apr 1, 2026 | AUM | $33,006,871,100 | $34,913,755,783 | increased by$1,906,884,683 |
| Apr 1, 2026 | Accounts | 225 | 226 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 158 | 96 | decreased by62 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 218 | 227 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $33,287,086,727 | $33,006,871,100 | decreased by$280,215,627 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 219 | 225 | increased by6 |
| Aug 1, 2022 | Employees | 47 | 158 | increased by111 |
| Aug 1, 2022 | Custody | No | Yes | |
| Aug 1, 2022 | Clients | 124 | 218 | increased by94 |
| Aug 1, 2022 | AUM | $16,590,482,300 | $33,287,086,727 | increased by$16,696,604,427 |
| Aug 1, 2022 | Accounts | 124 | 219 | increased by95 |
| Apr 1, 2022 | Employees | 64 | 47 | decreased by17 |
| Apr 1, 2022 | Clients | 130 | 124 | decreased by6 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VIRTUS FIXED” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS FIXED” 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.