DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
V••••• F•••••••• P•••••••
Legal name V••••• F•••••••• P•••••••• L••
Latest filing Sep 8, 2026
First filing on the tape Oct 31, 2022 · 35 filings
SEC status approved since Nov 30, 2022
RAUM
$153M
reported, Item 5.F
Discretionary
73%
of RAUM
Private clients
73%
$112M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$50.8M
derived; firm RAUM over IAPD count
Employees
6
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
35 filings and snapshots on the tape
RAUM$153M as of Aug 20, 2026
Mar 30, 2023$56.7M then
HNW client RAUM$44.6M as of Aug 20, 2026
Mar 30, 2023$9.8M then
State-registered IARs (5.B.3)3 as of Aug 20, 2026
Mar 30, 20233 then
Employees (5.A)6 as of Aug 20, 2026
Mar 30, 20234 then
Private funds: no history
RAUM +35% over the last fiscal year+39% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Sep 8, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $50.8MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 201derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $402,112derivedHNW RAUM over HNW clients
- Average account
- $80,832derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 73%derivedof RAUM
- Institutional
- 27%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 3.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.0%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, educational seminarsreportedItem 5.G
- Custody
- $35.2M, 261 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$66.9M44%
- High-net-worth individuals$44.6M29%
- Pension and profit-sharing plans$41.0M27%
- Individual clients
- 491reported
- HNW clients
- 111reported
- Pension plan clients
- 73reported
- Charitable clients
- n/areported
- Accounts
- 1,887reported
- Financial planning clients
- 11-25reported
- Wrap fee programs
- noreported
- Custody of client assets
- $35.2M for 261 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd= related_bank= bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| B••••••• J••• C••••• | Winter Park, Fl | Dec 5, 2022 | 10 y | 1 |
| S•••••• P••••• S•••••• | Winter Park, Fl | Dec 5, 2022 | 17 y | 1 |
| A•••• J••• S•••••••• | Winter Park, Fl | Dec 5, 2022 | 11 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- S•••••• P••••• S•••••• from P•••••••• S••••••••• I•••Dec 5, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- B••••••• J••• C••••• from P•••••••• S••••••••• I•••Dec 5, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
- A•••• J••• S•••••••• from P•••••••• S••••••••• I•••Dec 5, 2022 · Affiliated broker-dealer or bank to a newly registered adviser
Teams: two or more advisors moving together within fourteen days, from one state
- 3 joined from P•••••••• S••••••••• I•••Dec 8, 2022 · Maitland, Fl
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- S••••••• S••••••• P• · P•••••••• And Ccocontrolsince 10/2022 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Winter Park, Fl | 3 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 25, 2026RAUM (Item 5.F) moved from $112,886,000 to $152,530,132 (+35.0%) between the annual amendments of 2025-02-20 and 2026-03-25; the peer median change was +15.0% (4550 comparable advisers, 90.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 90% percentile
What changed
consecutive filings, newest first
- Financial planning clients · 11-25 to 11-25Aug 20, 2026 to Sep 8, 2026
- HQ city · to unsetAug 20, 2026 to Sep 8, 2026
- HQ state · to unsetAug 20, 2026 to Sep 8, 2026
- Related adviser · false to unsetAug 20, 2026 to Sep 8, 2026
- Related bank · false to unsetAug 20, 2026 to Sep 8, 2026
- Related broker-dealer · false to unsetAug 20, 2026 to Sep 8, 2026
- Related insurance company · false to unsetAug 20, 2026 to Sep 8, 2026
- Succession · false to unsetAug 20, 2026 to Sep 8, 2026
- Assets in custody · unset to 35172922.0Jul 22, 2026 to Aug 20, 2026
- Custody of client assets · false to trueJul 22, 2026 to Aug 20, 2026
- Accounts · 1,591 to 1,887Aug 19, 2025 to Feb 3, 2026
- Pension plan clients · 69 to 73Aug 19, 2025 to Feb 3, 2026
- Financial planning clients · 1-10 to 11-25Aug 19, 2025 to Feb 3, 2026
- Discretionary RAUM · $83.2M to $112MAug 19, 2025 to Feb 3, 2026
- HNW RAUM · $42.3M to $44.6MAug 19, 2025 to Feb 3, 2026
- Individual RAUM · $37.2M to $66.9MAug 19, 2025 to Feb 3, 2026
- Non-discretionary RAUM · $29.7M to $41.0MAug 19, 2025 to Feb 3, 2026
- Pension RAUM · $33.4M to $41.0MAug 19, 2025 to Feb 3, 2026
- RAUM · $113M to $153MAug 19, 2025 to Feb 3, 2026
- Accounts · 1,382 to 1,591Jan 7, 2025 to Feb 20, 2025
- HNW clients · 22 to 111Jan 7, 2025 to Feb 20, 2025
- Individual clients · 305 to 491Jan 7, 2025 to Feb 20, 2025
- Pension plan clients · 75 to 69Jan 7, 2025 to Feb 20, 2025
- Financial planning clients · 1-10 to 1-10Jan 7, 2025 to Feb 20, 2025
- Discretionary RAUM · $50.8M to $83.2MJan 7, 2025 to Feb 20, 2025
- HNW RAUM · $17.0M to $42.3MJan 7, 2025 to Feb 20, 2025
- Individual RAUM · $36.5M to $37.2MJan 7, 2025 to Feb 20, 2025
- Non-discretionary RAUM · $26.8M to $29.7MJan 7, 2025 to Feb 20, 2025
- Pension RAUM · $24.1M to $33.4MJan 7, 2025 to Feb 20, 2025
- RAUM · $77.6M to $113MJan 7, 2025 to Feb 20, 2025
- HQ city · unset to Dec 10, 2024 to Jan 7, 2025
- HQ state · unset to Dec 10, 2024 to Jan 7, 2025
- Accounts · 944 to 1,382Jan 22, 2024 to Feb 22, 2024
- HNW clients · 11 to 22Jan 22, 2024 to Feb 22, 2024
- Individual clients · 432 to 305Jan 22, 2024 to Feb 22, 2024
- Pension plan clients · 45 to 75Jan 22, 2024 to Feb 22, 2024
- Employees · 4 to 6Jan 22, 2024 to Feb 22, 2024
- Discretionary RAUM · $39.1M to $50.8MJan 22, 2024 to Feb 22, 2024
- HNW RAUM · $9.8M to $17.0MJan 22, 2024 to Feb 22, 2024
- Individual RAUM · $29.3M to $36.5MJan 22, 2024 to Feb 22, 2024
Signals
2 dated events
- 3 advisors left P•••••••• S••••••••• I••• (Maitland, FL) for V••••• F•••••••• P••••••• on the same dayDec 8, 2022 · Team lift-out · derived
- V••••• F•••••••• P••••••• filed its initial SEC registration (Form ADV)Oct 31, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 407-267-8445reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- virtusfinancialpartners.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 407-267-8445reportedpublic record, Form ADV, Sep 8, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $50.8Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026