VORTUS INVESTMENT ADVISORS, LLC

CRD

166178

SEC file #

801-100484

EIN

820632485

DBA names

—

Economics

AUM

$411.7M

AUM band

$100M-$500M

AUM trajectory

'20 · $908.5M

'21 · $798.0M

'22 · $724.1M

'23 · $807.1M

'25 · $403.1M

'26 · $411.7M

'20'26

$908.5M → $411.7M▼ -55%

sec adv history

Client mix

Pooled Investment Vehicles

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 7 advisors

'21 · 7 advisors

'22 · 9 advisors

'23 · 8 advisors

'25 · 7 advisors

'26 · 5 advisors

'20'26

7 advisors → 5 advisors▼ -29%

sec adv history

Primary office

FORT WORTH TX

Branches

—

Custodian & Brokerage

Primary custodian

JPMorganlow confidence

adv brochure

Services offered

Portfolio mgmt — pooled vehicles

Fee basis

% of AUMPerformance-based fees

Filings

Latest ADV filing

04/24/2026

ADV-W filed at

—

Website

vortus.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

VORTUS IA, LP

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

VORTUS IA, LP

CRUMLEY, BRIAN, CHRISTOPHER

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

VORTUS.COM

Rdap Domain Creation Date

1999-11-12T18:07:18Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001709392

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-06-26

Edgar Last Filing Date

2017-06-26

Edgar Form D Count

Edgar Form D Offerings

2017-06-262017-06-26 · 0000902664-17-002727

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Jpmorgan	10
E*trade	4

adv brochure

Edgar Addresses

Mailing

407 THROCKMORTON STREET, SUITE 560FORT WORTH, TX 76102

Business

407 THROCKMORTON STREET, SUITE 560FORT WORTH, TX 76102

Edgar EIN

820632485

Edgar Recent Filings

D2017-06-26 · 0000902664-17-002727

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2030-11-12T18:07:18Z

Rdap Domain Last Changed

2022-09-11T17:44:28Z

Rdap Nameservers

Ns13.domaincontrol.comNs14.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate

Yes