Data / Investment advisers / Radix Financial, LLC
Radix Financial, LLC, George Town, Cayman Islands: $232 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Radix Financial, LLC is an SEC registered investment adviser with its main office in George Town, Cayman Islands and reports $232 million in regulatory assets under management in its Form ADV filed January 27, 2026. Its clients include corporations and other businesses, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 171159
- SEC file number
- 801-114657
- SEC status
- Approved, effective February 11, 2019
- Main office
- 5th Floor Anderson Square Building 64 Shedden Road, George Town, Cayman Islands KY1-1206
- Phone
- (405) 673-5066
- Website
- radixfinancial.com
- Regulatory AUM
- $231,626,416 in the Form ADV filed January 27, 2026
- Discretionary AUM
- $21,340,343
- Non discretionary AUM
- $210,286,073
- Accounts
- 132
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 7 | $166.1 million |
| High net worth individuals | 18 | $33.4 million |
| Pooled investment vehicles | 1 | $15.3 million |
| Charitable organizations | Fewer than 5 | $11.4 million |
| Individuals (other than high net worth individuals) | 27 | $5.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $231.6 million | January 27, 2026 |
| December 1, 2025 | $205.1 million | January 28, 2025 |
Also on SpecStream
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Radix Financial, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.