{"url":"https://nivawealth.com/firms/virtus-financial-partners-323365","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/323365","regulatoryAum":152530132,"crd":"323365","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"5212463","suffix":null,"lastName":"COMBES","firstName":"BRADFORD","middleName":"JOHN"},{"crd":"7242005","suffix":null,"lastName":"STEVENSON","firstName":"ALLAN","middleName":"JOHN"},{"crd":"5652237","suffix":null,"lastName":"STEWART","firstName":"STANLEY","middleName":"Porter"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2023-04-26","regulatoryAum":56706000,"clients":488,"employees":4,"offices":1},{"filedOn":"2024-07-23","regulatoryAum":77647000,"clients":402,"employees":6,"offices":1},{"filedOn":"2025-02-20","regulatoryAum":112886000,"clients":671,"employees":6,"offices":1},{"filedOn":"2026-09-23","regulatoryAum":152530132,"clients":675,"employees":6,"offices":1}],"secFileNumber":"801-126973","legalName":"Virtus Financial Partners, LLC","displayName":"Virtus Financial Partners","slug":"virtus-financial-partners-323365","website":"https://virtusfinancialpartners.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/323365/226f4288fe5f486b-r1.webp","tone":"light","width":719,"height":200,"sourceUrl":"https://virtusfinancialpartners.com/","sourceLabel":"Virtus Financial Partners, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"30 November 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":185281.94019933554,"staff":{"employees":6,"advisory":3,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":152530132,"discretionary":111539728,"discretionaryAccounts":1814,"nonDiscretionary":40990404,"nonDiscretionaryAccounts":73,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":491,"regulatoryAum":66905325},{"label":"High-net-worth individuals","clients":111,"regulatoryAum":44634403},{"label":"Pension and profit-sharing plans","clients":73,"regulatoryAum":40990404}],"feePrograms":[{"role":"main","program":"Individually Managed Accounts","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","versionId":1057251,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-09-08","documentName":"ADV 2A","fee_rate_low":0.5,"fee_rate_high":1.35,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"annual","fee_minimum_annual":2400},{"role":"other","program":"529 College Savings Plans","summary":"Follows the standard schedule, except certain advisor-sold 529 platforms may carry a flat annual advisory fee of up to 1% of assets.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","versionId":1057251,"submittedOn":"2026-09-08","documentName":"ADV 2A"},{"role":"other","program":"Financial Planning","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","versionId":1057251,"submittedOn":"2026-09-08","documentName":"ADV 2A"},{"role":"other","program":"Qualified Plans","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","versionId":1057251,"submittedOn":"2026-09-08","documentName":"ADV 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T17:20:23.758266+00:00","documents":[{"name":"ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","versionId":1057251,"submittedOn":"2026-09-08"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":93935740}],"custodyNote":"Virtus Financial Partners has custody of $35.2M in client assets for 261 clients.","otherCustodians":[],"leadership":[{"name":"Stanley Stewart","title":"Founding Partner, Principal Owner, and Chief Compliance Officer","crd":"5652237"}],"ownership":[{"label":"Stanley Stewart","detail":"Founding partner, principal owner, and chief compliance officer in the 75% or more ownership band and a control person, since October 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-267-8445","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"23 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/323365/PDF/323365.pdf","brochureDate":"8 September 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1057251","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Virtus Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Virtus Financial Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Virtus Financial Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Virtus Financial Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Virtus Financial Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Virtus Financial Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Virtus Financial Partners?","answer":"Virtus Financial Partners’ direct owner is Stanley Stewart (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Virtus Financial Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Virtus Financial Partners?","answer":"Its phone number is 407-267-8445. Its website is virtusfinancialpartners.com.","source":"Form ADV Part 1A, Item 1.F, filed 23 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}