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RADIX FINANCIAL, LLC

GEORGE TOWN, Cayman Islands · CRD 171159 · IAPD ↗ · radixfinancial.com · 405-673-5066

$231.6MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

10
February 2026 — RADIX FINANCIAL, LLC filed an Item 4A succession naming RADIX FINANCIAL, LLC (CRD 171159) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
28
February 2026 — RADIX FINANCIAL, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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