CEREDEX VALUE ADVISORS LLC

CRD 146023 · SEC 801-68739

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1290 PALMETTO AVE., WINTER PARK, FL, 32789, United States

Phone

407-674-1270

Fax

407-674-1271

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.43B

Discretionary AUM

$3.43B

Team

13 total employees; 11 advisory reps; 1 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-20

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)INVESTMENT MODEL DELIVERY SERVICES

Client types

Type	Clients	AUM
Investment companies	4	$1.56B
Pooled investment vehicles	3	$144.9M
State/municipal entities	8	$501.2M

States served

GA, ME, CT, FL

All web addresses on file

https://x.com/virtus
https://www.virtus.com/#product.all/class.all
https://www.linkedin.com/company/virtus-investment-partners
https://www.ceredexvalue.com/
https://www.linkedin.com/company/ceredex-value-advisors

Official SEC filing: View on IAPD