{
  "crd_number": 298272,
  "slug": "virtus-family-office-el-paso-tx-298272",
  "primary_business_name": "VIRTUS FAMILY OFFICE",
  "legal_name": "VIRTUS FAMILY OFFICE, LLC",
  "dbas": [],
  "city": "El Paso",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "21340",
  "metro": {
    "cbsa_code": "21340",
    "common_name": "El Paso",
    "msa_name": "El Paso, TX",
    "path": "/advisors/tx/el-paso"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-14",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-20",
  "carried_forward": false,
  "raum_total": 726943327.0,
  "raum_discretionary": 726943327.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 24386564.0,
      "count": 70
    },
    "high_net_worth_individuals": {
      "raum": 574699310.0,
      "count": 74
    },
    "pooled_investment_vehicles": {
      "raum": 111914694.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 15942759.0,
      "count": 9
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/vfo-usa",
    "https://virtus-usa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298272",
  "city_as_filed": "EL PASO",
  "url": "https://advisorcensus.com/firm/virtus-family-office-el-paso-tx-298272",
  "display_name": "Virtus Family Office",
  "summary": "Virtus Family Office is an SEC-registered investment advisory firm in El Paso, TX, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 20, 2026.",
  "citation": "AdvisorCensus. Virtus Family Office (CRD 298272): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is Virtus Family Office compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Virtus Family Office reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Virtus Family Office located?",
      "a": "Virtus Family Office's principal office is in El Paso, TX, according to its Form ADV."
    },
    {
      "q": "Is Virtus Family Office registered with the SEC or a state?",
      "a": "Virtus Family Office is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 298272."
    },
    {
      "q": "How much does Virtus Family Office manage?",
      "a": "Virtus Family Office reports $726,943,327 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary)."
    },
    {
      "q": "How have Virtus Family Office's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Virtus Family Office: Regulatory assets under management: $154,806,947 in the October 2021 data and $726,943,327 in the October 2026 data, up 370%. Total employees: 2 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Virtus Family Office serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (74); individuals (other than high net worth individuals) (70); corporations or other businesses not listed above (9)."
    },
    {
      "q": "Which custodians does Virtus Family Office use?",
      "a": "Virtus Family Office's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC and UBS Financial Services Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Virtus Family Office report any disciplinary disclosures?",
      "a": "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/298272"
    },
    {
      "q": "Does Virtus Family Office state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 20, 2026 says: \"We have a preferred minimum account size of $3,000,000. We may consider clients with less than this minimum in circumstances as determined at our discretion.\""
    },
    {
      "q": "What changed in Virtus Family Office's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $544,081,952 to $726,943,327 (+34%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 154806947.0,
      "total_employees": 2,
      "filing_date": "2021-07-12"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 335036504.0,
      "total_employees": 2,
      "filing_date": "2022-09-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 344698590.0,
      "total_employees": 4,
      "filing_date": "2023-08-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 461968296.0,
      "total_employees": 4,
      "filing_date": "2024-05-14"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 543127435.0,
      "total_employees": 4,
      "filing_date": "2025-03-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 726943327.0,
      "total_employees": 5,
      "filing_date": "2026-08-20"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2.",
        "Regulatory assets under management went from $544,081,952 to $726,943,327 (+34%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 20, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$3,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We have a preferred minimum account size of $3,000,000. We may consider clients with less than this minimum in circumstances as determined at our discretion."
        ]
      }
    ],
    "quotes": [
      "We have a preferred minimum account size of $3,000,000. We may consider clients with less than this minimum in circumstances as determined at our discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers LLC",
      "name_as_filed": "INTERACTIVE BROKERS LLC",
      "affiliated": false
    },
    {
      "name": "UBS Financial Services Inc.",
      "name_as_filed": "UBS FINANCIAL SERVICES INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/virtus-family-office-el-paso-tx-298272.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 70,
      "fewer_than_5": false,
      "raum": 24386564.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 574699310.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 111914694.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 9,
      "fewer_than_5": false,
      "raum": 15942759.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298272",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}