Virtus Financial Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 11–25 clients last fiscal year.
Virtus Financial Partners reports 675 clients. They include 491 individual clients, 111 high-net-worth individuals, and 73 pension and profit-sharing plans. Of its assets, 73.1% ($112M across 1,814 accounts) are managed with discretion; $41M across 73 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 44% |
| High-net-worth individuals | 16% | 29% |
| Pension and profit-sharing plans | 11% | 27% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 491 | $66.9M | 43.9% | $136K |
| High-net-worth individuals | 111 | $44.6M | 29.3% | $402K |
| Pension and profit-sharing plans | 73 | $41M | 26.9% | $562K |
| Total | 675 | $153M | 100% | $226K |
- Clients
- 491
- Regulatory AUM
- $66.9M
- AUM share
- 43.9%
- Avg. per client
- $136K
- Clients
- 111
- Regulatory AUM
- $44.6M
- AUM share
- 29.3%
- Avg. per client
- $402K
- Clients
- 73
- Regulatory AUM
- $41M
- AUM share
- 26.9%
- Avg. per client
- $562K
Total
- Clients
- 675
- Regulatory AUM
- $153M
- AUM share
- 100%
- Avg. per client
- $226K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Virtus Financial Partners charges 0.50%–1.35% a year for its Individually Managed Accounts. The fee is billed in advance, is negotiable and has a $2,400 annual minimum. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- 529 College Savings Plans
- Follows the standard schedule, except certain advisor-sold 529 platforms may carry a flat annual advisory fee of up to 1% of assets.
- Financial Planning
- Monthly planning fees are $200, $395 or $595 a month, billed in advance; hourly fees are negotiable up to $500 an hour. New college graduates pay $59 a month for 18 months.
- Qualified Plans
- Qualified plan fees are 0.75% of assets up to $1 million, 0.50% from $1,000,001 to $3 million, and negotiable above $3 million, with a $1,250 annual minimum.
Stanley Stewart owns 75% or more of Virtus Financial Partners. The leadership team of Virtus Financial Partners includes Chief Compliance Officer Stanley Stewart. It has 6 employees, 3 of them in advisory roles.
Leadership
Stanley StewartFounding Partner, Principal Owner, and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 6 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 75% or more of Virtus Financial Partners, LLC
Stanley Stewart
Control person · since October 2022
Virtus Financial Partners’ regulatory assets grew 2.7× from $56.7M (April 2023) to $153M (September 2026); clients rose from 488 to 675 and employees from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $153M | 675 | 6 | 1 |
| Feb 2025February 2025 | $113M | 671 | 6 | 1 |
| Jul 2024July 2024 | $77.6M | 402 | 6 | 1 |
| Apr 2023April 2023 | $56.7M | 488 | 4 | 1 |
Besides its headquarters, Virtus Financial Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Virtus Financial Partners, LLC
- Headquarters
- Not reported
- Website
- virtusfinancialpartners.com
- Phone
- 407-267-8445
- SEC file
- 801-126973
- Structure
- Florida LLC
- Fiscal year end
- December
Virtus Financial Partners’ named custodian for separately managed accounts is Charles Schwab ($93.9M). Virtus Financial Partners has custody of $35.2M for 261 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $93.9M100%
At year end, Virtus Financial Partners’ separately managed accounts were mostly in funds (82%) and stocks (14%).
What the accounts hold
- Stocks14%
- Funds82%
- Cash4%
How many clients does Virtus Financial Partners have?
Virtus Financial Partners has 675 clients and manages $153 million for them, as of September 2026. They include 491 individual clients, 111 high-net-worth individuals, and 73 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 September 2026
What services does Virtus Financial Partners offer?
Virtus Financial Partners provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Virtus Financial Partners charge?
Virtus Financial Partners charges 0.50%–1.35% a year for its Individually Managed Accounts. The fee is billed in advance, is negotiable and has a $2,400 annual minimum.
Source: ADV 2A, filed 8 September 2026
Which custodians does Virtus Financial Partners use?
Virtus Financial Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $93.9M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 September 2026
How many financial advisors does Virtus Financial Partners have?
Virtus Financial Partners has 3 investment adviser representatives registered with state securities authorities, out of 6 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Virtus Financial Partners invest in?
At the end of its last fiscal year, Virtus Financial Partners’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Virtus Financial Partners?
Virtus Financial Partners’ direct owner is Stanley Stewart (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 23 September 2026
How does Virtus Financial Partners get paid?
Virtus Financial Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Virtus Financial Partners?
Its phone number is 407-267-8445. Its website is virtusfinancialpartners.com.