# Vortus Investment Advisors, LLC

> Vortus Investment Advisors, LLC is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 24, 2026.

- CRD: 166178
- Filed as: VORTUS INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: April 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166178
- AdvisorCensus page: https://advisorcensus.com/firm/vortus-investment-advisors-llc-fort-worth-tx-166178

## Quick answers

**How is Vortus Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Vortus Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Vortus Investment Advisors, LLC located?**
Vortus Investment Advisors, LLC's principal office is in Fort Worth, TX, according to its Form ADV.

**Is Vortus Investment Advisors, LLC registered with the SEC or a state?**
Vortus Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 166178.

**How much does Vortus Investment Advisors, LLC manage?**
Vortus Investment Advisors, LLC reports $411,667,415 in regulatory assets under management in its Form ADV filing dated April 24, 2026 (100% discretionary).

**How have Vortus Investment Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Vortus Investment Advisors, LLC: Regulatory assets under management: $724,098,131 in the October 2021 data and $411,667,415 in the October 2026 data, down 43%. Total employees: 10 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Vortus Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).

**Does Vortus Investment Advisors, 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/166178

**What changed in Vortus Investment Advisors, LLC's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $266,564,164 to $411,667,415 (+54%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $411,667,415
- Discretionary: $411,667,415
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $411,667,415 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 5 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)
- vortus.com
- LinkedIn @vortus-investments-lp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $724,098,131 | 10 | June 8, 2021 |
| October 2022 | $807,065,975 | 9 | March 31, 2022 |
| October 2023 | $884,386,066 | 9 | March 31, 2023 |
| October 2024 | $828,364,101 | 8 | March 27, 2024 |
| October 2025 | $403,070,917 | 8 | June 6, 2025 |
| October 2026 | $411,667,415 | 6 | April 24, 2026 |

Regulatory assets under management: $724,098,131 in the October 2021 data and $411,667,415 in the October 2026 data, down 43%.
Total employees: 10 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $266,564,164 to $411,667,415 (+54%).

### April 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $403,070,917 to $266,564,164 (-34%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Vortus Investment Advisors, LLC (CRD 166178): Form ADV filing data as of October 2026.