← Directory
VIRTUS FAMILY OFFICE
Legal name: VIRTUS FAMILY OFFICE, LLC
CRD 298272File 801-120155
APPROVED
Retail clients
Filing as of Mar 25, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| 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.