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RADIX FINANCIAL, LLC
CRD 171159 · SEC 801-114657
5TH FLOOR ANDERSON SQUARE BUILDING, 64 SHEDDEN ROAD, GEORGE TOWN, OK, KY1-1206, Cayman Islands
Phone
405-673-5066
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$231.6M
Discretionary AUM
$21.3M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 27 | $5.4M |
| High net worth individuals | 18 | $33.4M |
| Pooled investment vehicles | 1 | $15.3M |
| Corporations/business entities | 7 | $166.1M |
States served
OK, TX
All web addresses on file
Official SEC filing: View on IAPD