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Radix Financial, LLC

● SEC registered since 2019CRD 171159SEC# 801-114657George Town
Export (members)
Reg. AUM
$231.6M
Employees
2
Accounts
132
Location
George Town

Radix Financial, LLC assets under management

Radix Financial, LLC is a registered investment adviser overseen by the SEC based in George Town. The firm has been registered since 2019. It reports $231.6 million in regulatory assets under management and employs 2 people.

Radix Financial, LLC owners & executives

1 reported
NameTitleOwnershipSince
Amy Michelle Hubble ControlPrincipal And Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Radix Financial, LLC manage?

Radix Financial, LLC reports $231.6 million in regulatory assets under management on its Form ADV.

How many employees does Radix Financial, LLC have?

Radix Financial, LLC reports 2 employees.

Where is Radix Financial, LLC located?

Radix Financial, LLC is based in George Town and has been SEC-registered since 2019.

Does Radix Financial, LLC disclose fund performance?

Radix Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5th Floor Anderson Square Building, 64 Shedden Road, George Town KY1-1206
Phone405-673-5066
FaxN/A
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionHQ
Discloses disciplinary historyNo

Regulatory AUM

$231.6M▲ 13%
Jan '25 — $205.1MFeb '25 — $205.1MMar '25 — $205.1MApr '25 — $205.1MMay '25 — $205.1MJun '25 — $205.1MJul '25 — $205.1MAug '25 — $205.1MSep '25 — $205.1MOct '25 — $205.1MNov '25 — $205.1MDec '25 — $205.1MJan '26 — $231.6MFeb '26 — $231.6MMar '26 — $231.6MApr '26 — $231.6MMay '26 — $231.6MJun '26 — $231.6M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$231.6Mregulatory AUM
Discretionary $21.3MNon-discretionary $210.3M