Investment adviser · CRD 171159
RADIX FINANCIAL, LLC
Investment adviser filing (IA)
GEORGE TOWN, Cayman Islands · Form ADV filed Jan 27, 2026
- Regulatory AUM
- $232M Form ADV · Item 5.F
- Client accounts
- 132 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 7 | $166,056,271 | 71.7% |
| High-net-worth individuals | 18 | $33,416,420 | 14.4% |
| Pooled investment vehicles | 1 | $15,301,022 | 6.6% |
| Charities | Fewer than 5 | $11,413,430 | 4.9% |
| Individuals | 27 | $5,439,273 | 2.3% |
Filing source
Form ADV 2045080 · Jan 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 27, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
5TH FLOOR ANDERSON SQUARE BUILDING, 64 SHEDDEN ROADGEORGE TOWN, KY1-1206, Cayman Islands
CRD 171159
Filing source
Form ADV 2045080 · Jan 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.