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VIRTUS FAMILY OFFICE
Legal name: VIRTUS FAMILY OFFICE, LLC
CRD 298272File 801-120155
APPROVED
Retail clients
Filing as of Aug 20, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$726.9M
Above cohort median (national)
Discretionary AUM
$726.9M
Clients
155
211 accounts
Employees
5
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 14, 2021
- Principal office
- 500 WEST OVERLAND, SUITE 250-Q, EL PASO, TX, 79901
- Phone
- 915-730-3885
- Website
- http://www.virtus-usa.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $726.9M
- Discretionary AUM
- $726.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 211
- Non-discretionary accounts
- 0
- Total accounts
- 211
- AUM per client
- $4.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $15.9M |
| High net worth individuals | 74 | $574.7M |
| Pooled investment vehicles | 2 | $111.9M |
| Individuals (other than high net worth individuals) | 70 | $24.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — % NET WORTH; % BUSINESS PLANNING PROJECT
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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 | 4 | 5 | increased by1 |
| Apr 1, 2026 | Clients | 156 | 155 | decreased by1 |
| Apr 1, 2026 | AUM | $544,081,952 | $726,943,327 | increased by$182,861,375 |
| Apr 1, 2026 | Accounts | 209 | 211 | increased by2 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $543,127,435 | $544,081,952 | increased by$954,517 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 2 | 4 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 53 | 156 | increased by103 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $335,036,504 | $543,127,435 | increased by$208,090,931 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 192 | 209 | increased by17 |
| Jul 1, 2022 | Clients | 52 | 53 | increased by1 |
| Jul 1, 2022 | AUM | $335,132,366 | $335,036,504 | decreased by$95,862 |
| Apr 1, 2022 | Clients | 67 | 52 | decreased by15 |
| Apr 1, 2022 | AUM | $154,806,947 | $335,132,366 | increased by$180,325,419 |
| Apr 1, 2022 | Accounts | 67 | 192 | increased by125 |
| 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 FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VIRTUS FAMILY” 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.