# Virtus Capital Advisers, LLC

> Virtus Capital Advisers, LLC is an SEC-registered investment advisory firm in Hartford, CT, registered since 1985, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 107346
- Filed as: VIRTUS CAPITAL ADVISERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107346
- AdvisorCensus page: https://advisorcensus.com/firm/virtus-capital-advisers-llc-hartford-ct-107346

## Quick answers

**How is Virtus Capital Advisers, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Virtus Capital Advisers, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Virtus Capital Advisers, LLC located?**
Virtus Capital Advisers, LLC's principal office is in Hartford, CT, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Virtus Capital Advisers, LLC registered with the SEC or a state?**
Virtus Capital Advisers, LLC is an SEC-registered investment advisory firm, registered since 1985. Status as filed: Approved. CRD 107346.

**How much does Virtus Capital Advisers, LLC manage?**
Virtus Capital Advisers, LLC reports $1,492,592,624 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Virtus Capital Advisers, LLC's assets and staff changed since 2021?**
In the Form ADV data for Virtus Capital Advisers, LLC: Regulatory assets under management: $13,714,094,013 in the October 2021 data and $1,492,592,624 in the October 2026 data, down 89%. Total employees: 0 in October 2021 and 0 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Virtus Capital Advisers, LLC serve?**
By number of clients on Form ADV Item 5.D: other (201); pooled investment vehicles (other than investment companies and business development companies) (8); corporations or other businesses not listed above (4).

**Which custodians does Virtus Capital Advisers, LLC use?**
Virtus Capital Advisers, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust, Truist Bank and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Virtus Capital Advisers, 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/107346

**What changed in Virtus Capital Advisers, LLC's recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust
- Truist Bank
- UBS Financial Services Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,492,592,624
- Discretionary: $1,492,592,624
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 8 | $669,729,250 |
| Charitable organizations | Fewer than 5 | $226,167,159 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $313,944,183 |
| Corporations or other businesses not listed above | 4 | $214,386,457 |
| Other | 201 | $68,365,575 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 1985 (41 years)
- Employees: 0 total, 0 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- New York City, NY
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- virtus.com
- Facebook @VIRTUSINVESTMENTPARTNERS
- LinkedIn @VIRTUS-ETF-SOLUTIONS
- LinkedIn @VIRTUS-INVESTMENT-PARTNERS
- LinkedIn @VIRTUS-SYSTEMATIC
- X @VIRTUS
- X @VIRTUSETFS
- YouTube @VIRTUSINVESTMENTPARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $13,714,094,013 | 0 | April 13, 2021 |
| October 2022 | $14,187,622,000 | 0 | August 24, 2022 |
| October 2023 | $9,477,304,721 | 7 | June 9, 2023 |
| October 2024 | $7,966,189,069 | 8 | September 23, 2024 |
| October 2025 | $1,445,434,513 | 0 | January 31, 2025 |
| October 2026 | $1,492,592,624 | 0 | June 30, 2026 |

Regulatory assets under management: $13,714,094,013 in the October 2021 data and $1,492,592,624 in the October 2026 data, down 89%.
Total employees: 0 in October 2021 and 0 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Changed its office addresses in New York City, NY.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtus Capital Advisers, LLC (CRD 107346): Form ADV filing data as of October 2026.