# Virtus Family Office

> 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.

- CRD: 298272
- Filed as: VIRTUS FAMILY OFFICE
- Legal name: Virtus Family Office, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: El Paso, TX
- Filing period: October 2026
- Form ADV filing dated: August 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298272
- AdvisorCensus page: https://advisorcensus.com/firm/virtus-family-office-el-paso-tx-298272

## Quick answers

**How is Virtus Family Office compensated?**
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.

**Where is Virtus Family Office located?**
Virtus Family Office's principal office is in El Paso, TX, according to its Form ADV.

**Is Virtus Family Office registered with the SEC or a state?**
Virtus Family Office is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 298272.

**How much does Virtus Family Office manage?**
Virtus Family Office reports $726,943,327 in regulatory assets under management in its Form ADV filing dated August 20, 2026 (100% discretionary).

**How have Virtus Family Office's assets and staff changed since 2021?**
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.

**What types of clients does Virtus Family Office serve?**
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).

**Which custodians does Virtus Family Office use?**
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.

**Does Virtus Family Office 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/298272

**Does Virtus Family Office state an account minimum?**
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."

**What changed in Virtus Family Office's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 20, 2026)

- Account minimum: $3,000,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC
- 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: $726,943,327
- Discretionary: $726,943,327
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $24,386,564 |
| High net worth individuals | 74 | $574,699,310 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $111,914,694 |
| Corporations or other businesses not listed above | 9 | $15,942,759 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- virtus-usa.com
- LinkedIn @vfo-usa

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $154,806,947 | 2 | July 12, 2021 |
| October 2022 | $335,036,504 | 2 | September 22, 2022 |
| October 2023 | $344,698,590 | 4 | August 17, 2023 |
| October 2024 | $461,968,296 | 4 | May 14, 2024 |
| October 2025 | $543,127,435 | 4 | March 26, 2025 |
| October 2026 | $726,943,327 | 5 | August 20, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Virtus Family Office (CRD 298272): Form ADV filing data as of October 2026.