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Firm profile

Virtus Financial Group

OLIVETTE, MOCRD 317832Registration Status: ApprovedEffective since April 13, 2026Latest ADV April 10, 2026

Virtus Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Olivette, MO. Its latest Form ADV filing, dated April 10, 2026, reports $119M in regulatory assets under management, 14 employees, 2 offices, and 644 accounts.

Assets Under Management
$119M
Employees
14
Offices
2 offices
Total Clients
230
Primary office
OLIVETTE, MO
9378 OLIVE BLVD, SUITE 102, OLIVETTE, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAndrew M. Hall

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for individuals and small businesses
Selection of other advisers

Fee models offered

1 types reported
Asset based fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 80.0% of total clients.
Top client categories% of clientsClients
1
Individuals
80.0%
184
2
HNWI
20.0%
46

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$119Mas of April 10, 2026
Discretionary37.2%
$44M
37% of total RAUM37.2%
Non-discretionary62.8%
$75M
63% of total RAUM62.8%
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$119M
Total Accounts644
10Y AUM Change+$119M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees14
Clients per Employee16:1
10Y Employee Change+5 (+55.6%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.