Virgil Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$773,196
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$96,650
About
The firm provides investment management and ongoing financial planning to individuals, high-net-worth individuals, and small businesses. Services described in the brochure include tailored portfolio management, comprehensive written financial plans, estate-planning assistance, and reviews of cash flow, insurance, retirement, and tax-planning matters.
Investment approach is primarily passive, using index mutual funds and ETFs to build asset-class allocations, supplemented by fundamental analysis to inform security selection and portfolio construction; the firm manages accounts on a discretionary basis and prepares individualized investment policy statements. The adviser maintains an institutional relationship with a single digital custodian platform and implements trades on an account-by-account basis rather than aggregating block trades, and provides quarterly account reviews and annual plan updates.
Distinctive features include the firm’s small scale — the brochure reports roughly $1.35 million in discretionary assets under management and a limited client roster — and that the principal devotes a substantial portion of time to an unrelated restaurant business. The combination of the principal’s outside business commitments, the firm’s reliance on one custodian platform, and its trade implementation practices are practical considerations that may affect availability, execution, and service model compared with many peers.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
$1,500 flat fee for estate planning
0.75% annually
Main office location
Virgil Wealth Advisory
3542 Edwards Rd, #1
Cincinnati OH 45208, United States
Number of offices
1
Most active in
Virgil Wealth Advisory has reported serving >5 clients in these states in the last 12 months.
New York · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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