Virtus Financial Group: new SEC registration, $119M AUM, Olivette, MO
Virtus Financial Group (Olivette, Missouri): new SEC registration, $119M AUM, Olivette, MO. Its amount of 119 is below the median of 134 (38th percentile). Dated 206 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 119 · 38th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 14 related MO NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Virtus Financial Group |
| Legal name | Virtus Wealth Management LLC |
| CRD | 317832 |
| Status | Approved |
| Registered with the SEC | 2026-04-13 |
| Latest Form ADV filing | 2026-04-10 |
| Location | Olivette, MO, United States |
| Regulatory AUM | $119,364,407 |
| Accounts | 644 |
| Employees | 14 |
| Website | https://thevirtusfg.com/ |
| amount percentile | 38th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (15 MO records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MO first): Tbg-Bedford Group LLC · Ninth Avenue Capital, LP · Cultivation Capital, LLC · Moelis Asset Catalyst Partners · Commercial Trust Financial Services · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Virtus Financial Group and 15 Missouri peers
- Missouri NewRiaPulse records like this one: 15
- Virtus Financial Group's amount: 38th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Missouri peer: $3,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $119M under management.
- Website on file.
What is the NewRiaPulse record for Virtus Financial Group in Olivette, Missouri?
Virtus Financial Group received SEC registration as an investment adviser (2026-04-13) with $119,364,407 in regulatory assets under management, based in Olivette, MO.
How does Virtus Financial Group compare to other Missouri NewRiaPulse records?
Its amount of 119 is below the median (38th percentile); smaller records often move faster and face less competition. It is 206 days old; check the official source for later updates before acting.
Virtus Financial Group vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Virtus Financial Group | Olivette, MO | 119 | 38th | 2026-04-13 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Missouri NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.