Virtus Financial Group

$119.4MAssets under management
as of Apr 2026 · SEC Form ADV
Olivette, MO
Visit websiteLinkedIn
5 people on Advicer connected to this.

Tech stack

No one at Virtus Financial Group has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $20M held · filed Oct 2023