VORTUS INVESTMENT ADVISORS, LLC
CRD #166178 SEC #801-100484 FORT WORTH, TX 817-945-2400
SEC Registered Private Funds
Total AUM
$403.1M
Discretionary
$403.1M
Employees
8
Clients
--
Accounts
8
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $403.1M | $403.1M | $0 | 8 | 0 |
| Mar 2025 | $403.1M | $403.1M | $0 | 8 | 0 |
| Mar 2024 | $828.4M | $828.4M | $0 | 8 | 0 |
| Mar 2023 | $884.4M | $884.4M | $0 | 9 | 0 |
| Mar 2022 | $807.1M | $807.1M | $0 | 9 | 0 |
| Jun 2021 | $724.1M | $724.1M | $0 | 10 | 0 |
| Mar 2021 | $724.1M | $724.1M | $0 | 10 | 0 |
| Mar 2020 | $798M | $798M | $0 | 8 | 0 |
| Mar 2019 | $908.5M | $908.5M | $0 | 8 | 0 |
| Mar 2018 | $1B | $1B | $0 | 8 | 0 |
| May 2017 | $508.2M | $508.2M | $0 | 6 | 1 |
| Mar 2017 | $508.2M | $508.2M | $0 | 6 | 1 |
| May 2016 | $385M | $385M | $0 | 5 | 1 |
| Mar 2016 | $385.2M | $385.2M | $0 | 5 | 1 |
| Jun 2015 | $209.1M | $209.1M | $0 | 5 | 1 |
DateJun 2025
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2025
Total AUM$403.1M
Discretionary$403.1M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$828.4M
Discretionary$828.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$884.4M
Discretionary$884.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$807.1M
Discretionary$807.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2021
Total AUM$724.1M
Discretionary$724.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$724.1M
Discretionary$724.1M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$798M
Discretionary$798M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$908.5M
Discretionary$908.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees8
Clients0
DateMay 2017
Total AUM$508.2M
Discretionary$508.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2017
Total AUM$508.2M
Discretionary$508.2M
Non-Disc.$0
Employees6
Clients1
DateMay 2016
Total AUM$385M
Discretionary$385M
Non-Disc.$0
Employees5
Clients1
DateMar 2016
Total AUM$385.2M
Discretionary$385.2M
Non-Disc.$0
Employees5
Clients1
DateJun 2015
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees5
Clients1