Vortus Investment Advisors, LLC
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Overview
Vortus Investment Advisors, LLC operates as a financial advisory company located in Fort Worth, Texas. The company manages $884.4 million in total assets across 10 client accounts, making it one of the bigger firms in the country by assets under management (AUM). The firm has a small team, including 8 financial advisors. Vortus Investment Advisors, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial assets like bonds, stocks and options.
Vortus Investment Advisors, LLC manages all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing client authorization. The firm's typical account size is $88.4 million. An average financial advisor at Vortus Investment Advisors, LLC administers about one client account, placing it among the most individualized advisor firms in the country.
Vortus Investment Advisors, LLC's central office is located at 407 Throckmorton Street, Fort Worth, Texas 76102. The company is allowed to provide services to clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Vortus Investment Advisors, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$884.4 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
9
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
10
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$88.4 million
Fee Structure
Financial advisory fees largely are based on the financial services provided. Fee types charged by Vortus Investment Advisors, LLC most likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Vortus Investment Advisors, LLC provides services to pooled investment vehicles. Out of its 10 customers, Vortus Investment Advisors, LLC's largest client is pooled investment vehicles. Around 20% of the company's customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Vortus Investment Advisors, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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