RADIX FINANCIAL, LLC

CRD 171159File 801-114657

APPROVED

Retail clients

Custody

Filing as of Jan 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$231.6M

Below cohort median (national)

Discretionary AUM

$21.3M

Non-discretionary $210.3M

Clients

132 accounts

Employees

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: HQ
Registration date: Feb 11, 2019
Principal office: 5TH FLOOR ANDERSON SQUARE BUILDING, 64 SHEDDEN ROAD, GEORGE TOWN, KY1-1206
Phone: 405-673-5066
Website: HTTP://WWW.RADIXFINANCIAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $231.6M
Discretionary AUM: $21.3M
Non-discretionary AUM: $210.3M
Discretionary accounts: 83
Non-discretionary accounts: 49
Total accounts: 132
AUM per client: $4.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$166.1M
Charitable organizations	Fewer than 5	$11.4M
High net worth individuals	18	$33.4M
Pooled investment vehicles	1	$15.3M
Individuals (other than high net worth individuals)	27	$5.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.