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VORTUS INVESTMENT ADVISORS, LLC

FORT WORTH, TX · CRD 166178 · IAPD ↗ · vortus.com · 817-945-2400

$411.7MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
May 2026 — VORTUS INVESTMENT ADVISORS, LLC reported RAUM up 54% ($266.6M -> $411.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
33
April 2026 — VORTUS INVESTMENT ADVISORS, LLC reported RAUM down 34% ($403.1M -> $266.6M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
38
April 2026 — VORTUS INVESTMENT ADVISORS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
33
April 2025 — VORTUS INVESTMENT ADVISORS, LLC reported RAUM down 51% ($828.4M -> $403.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.