Virtus Family Office

Virtus Family Office is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in El Paso, Texas. On its latest Form ADV, filed August 20, 2026, it reports $727M in regulatory assets under management, 144 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	298272 · SEC file 801-120155
Office	500 West Overland Suite 250-Q El Paso, TX 79901
Phone	(915) 730-3885
Website	www.virtus-usa.com
Regulatory assets under management	$727M
Individual clients	70 non-high-net-worth, 74 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Fixed fee, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	5
Disciplinary disclosures	None reported
Latest Form ADV filing	August 20, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in El Paso

• Lauterbach Financial Advisors, LLC $700M
• J Beaver Investment Advisors Inc $73M
• Retirement Resources Wealth Management, LP $49M
• Rockbound Wealth Management $5.2M
• Iron Oak Capital Management $13M
• Pecusavvy Financial $9.1M

See all 9 fee-only advisers in El Paso →