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VIRTUS FINANCIAL GROUP

OLIVETTE, MO · CRD 317832 · IAPD ↗ · thevirtusfg.com · (314) 395-6133

$119.4MRegulatory AUM
5Advisory reps
14Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — VIRTUS FINANCIAL GROUP (OLIVETTE, MO) is newly SEC-registered with $119.4M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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