Radix Financial, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated January 27, 2026, reports $232M in regulatory assets under management, 2 employees, and 132 accounts.
Assets Under Management
$232M
Employees
2
Offices
--
Total Clients
53
Primary office
GEORGE TOWN
5TH FLOOR ANDERSON SQUARE BUILDING, 64 SHEDDEN ROAD, GEORGE TOWN, Cayman Islands
Top client segmentIndividuals represent 50.9% of total clients.
Top client categories% of clientsClients
1
Individuals
50.9%
27
2
HNWI
34.0%
18
3
Corporations
13.2%
7
4
Pooled Investment Vehicles
1.9%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of January 27, 2026
Discretionary9.2%
$21M
9% of total RAUM9.2%
Non-discretionary90.8%
$210M
91% of total RAUM90.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$232M
Total Accounts132
10Y AUM Change+$108M (+87.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee27:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.