Falists
← Back to search

VORTUS INVESTMENT ADVISORS, LLC

CRD 166178 · SEC 801-100484

Visit website

407 THROCKMORTON STREET, SUITE 560, FORT WORTH, TX, 76102, United States

Phone

817-945-2400

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$411.7M

Discretionary AUM

$411.7M

Team

6 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles6$411.7M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD