# Wealthix Capital

> Wealthix Capital is a state-registered investment advisory firm in Virginia Beach, VA, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 21, 2026.

- CRD: 308473
- Filed as: WEALTHIX CAPITAL
- Legal name: Wealthix LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: January 21, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/308473
- AdvisorCensus page: https://advisorcensus.com/firm/wealthix-capital-virginia-beach-va-308473

## Quick answers

**How is Wealthix Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthix Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthix Capital located?**
Wealthix Capital's principal office is in Virginia Beach, VA, according to its Form ADV.

**Is Wealthix Capital registered with the SEC or a state?**
Wealthix Capital is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 308473.

**How much does Wealthix Capital manage?**
Wealthix Capital reports $22,004,182 in regulatory assets under management in its Form ADV filing dated January 21, 2026 (100% discretionary).

**Does Wealthix Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/308473

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $22,004,182
- Discretionary: $22,004,182
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $22,004,182 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthix.com
- LinkedIn @jayrathbone

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthix Capital (CRD 308473): Form ADV filing data as of October 2026.