AdvisorCensus / Financial advisors / Radix Financial, LLC
Radix Financial, LLC is an SEC-registered investment advisory firm in George Town, Cayman Islands, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.
Quick answers
From the filingHow is Radix Financial, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Radix Financial, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Radix Financial, LLC charge?
Its Form ADV Part 2A brochure dated January 27, 2026 states: Flat fee: $3,600 (Financial Planning – Fixed Fee 90-day engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Radix Financial, LLC located?
Radix Financial, LLC's principal office is in George Town, Cayman Islands, according to its Form ADV.
Is Radix Financial, LLC registered with the SEC or a state?
Radix Financial, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 171159.
How much does Radix Financial, LLC manage?
Radix Financial, LLC reports $231,626,416 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (9% discretionary).
How have Radix Financial, LLC's assets and staff changed since 2021?
In the Form ADV data for Radix Financial, LLC: Regulatory assets under management: $147,812,600 in the October 2021 data and $231,626,416 in the October 2026 data, up 57%. Total employees: 1 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Radix Financial, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (27); high net worth individuals (18); corporations or other businesses not listed above (7).
Which custodians does Radix Financial, LLC use?
Radix Financial, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc., Interactive Brokers LLC and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.
Does Radix Financial, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171159
Does Radix Financial, LLC state an account minimum?
Its Form ADV Part 2A brochure dated January 27, 2026 says: "There is a minimum initial household account size of $1 million, which may be waived at our discretion."
What changed in Radix Financial, LLC's recent Form ADV filings?
In the February 2026 filing data: Reported a succession: took over the business of Radix Financial, LLC (CRD 171159) on July 22, 2025. Regulatory assets under management went from $205,080,744 to $231,626,416 (+13%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
There is a minimum initial household account size of $1 million, which may be waived at our discretion.
Flat fee: $3,600 (Financial Planning – Fixed Fee 90-day engagements)
The brochure's wording
Financial Planning – Fixed Fee 90-day engagements are typically charged on a one-time basis of $3,600 USD, depending on household complexity.
As stated in the firm's Form ADV Part 2A brochure dated January 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$231,626,416 as of October 2026, filing dated January 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $231,626,416 | 2 | January 27, 2026 |
| October 2025 | $205,080,744 | 2 | January 28, 2025 |
| October 2024 | $174,448,199 | 2 | February 1, 2024 |
| October 2023 | $146,175,426 | 3 | January 31, 2023 |
| October 2022 | $179,768,635 | 2 | February 1, 2022 |
| October 2021 | $147,812,600 | 1 | February 1, 2021 |
Regulatory assets under management: $147,812,600 in the October 2021 data and $231,626,416 in the October 2026 data, up 57%.
Total employees: 1 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Reported a succession: took over the business of Radix Financial, LLC (CRD 171159) on July 22, 2025.
- Regulatory assets under management went from $205,080,744 to $231,626,416 (+13%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Radix Financial, LLC (CRD 171159): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/radix-financial-llc-george-town-171159