R

Radix Organization, Inc.

Updated today

Client assets under management

$196,064,935

Clients

90

100% high-net-worth

Advisors

3

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

30

Low

Average account size

$2,178,499

About

Radix Organization, Inc. provides discretionary and non-discretionary portfolio management and portfolio consulting to individual investors, with an emphasis on high‑net‑worth clients. The firm primarily advises on equity securities and charges asset‑based advisory fees for its managed accounts.

Radix tailors portfolios to clients’ objectives and monitors and rebalances accounts on an ongoing basis, employing a mix of fundamental, technical, charting, and cyclical analysis and using both long‑ and short‑term trading strategies. The brochure discloses that the firm may engage in option writing and margin transactions and otherwise use derivatives in managed accounts, and it documents the attendant risks of those strategies.

Notable features include a concentrated scale — the firm manages about $200 million across a small advisory team and roughly 90 clients — and an advisory model that frequently serves high‑net‑worth individuals rather than non‑HNW retail clients. The firm also discloses that it does not accept performance‑based fees, does not receive soft‑dollar benefits, and may recommend third‑party asset managers while clients’ assets remain with independent custodians.

Client services

Portfolio management Selection of other advisers Portfolio consulting

Expertise

Active portfolio management Options & derivatives strategies

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Fee options

Fixed

Portfolio Consulting fixed fees up to $50,000, billed monthly or quarterly in arrears; may be higher for complex clients

Percentage

$0 - $1,000,000: 1.50% $1,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Other

Fee-only: Portfolio Consulting fixed fees up to $50,000, billed monthly or quarterly in arrears; may be higher for complex clients

Main office location

Radix Organization, Inc.

501 E 79 Th Street, #19 A

New York NY 10075, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Jacob O

Series 65

New York, NY

Radix Organization, Inc.

Jacob Oleshansky is a financial advisor at Radix Organization, Inc. in New York, NY, holding a Series 65 designation with four years of industry experience. Prior to his advisory role, he worked in the restaurant industry at Nur Restaurant and Breads Bakery. Radix Organization, Inc. provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and utilizes strategies including margin transactions and option writing.

Active portfolio management Options & derivatives strategies
user avatar

John K

Series 63

New York, NY

Radix Organization, Inc.

John Kelly is a financial advisor at Radix Organization, Inc. with four years of industry experience. He holds a Series 63 designation and has been with Radix since 2014. The firm provides bespoke portfolio management and consulting services to individuals and high-net-worth clients, managing approximately $184 million across 69 client relationships with a three-advisor team. Radix tailors portfolios using fundamental, technical, charting, and cyclical analysis, and employs strategies including margin transactions and option writing.

Active portfolio management Options & derivatives strategies
user avatar

Linda M

Series 63

New York, NY

Radix Organization, Inc.

Linda Mccurdy is a financial advisor with Radix Organization, Inc. in New York, NY. She holds a Series 63 designation and has four years of industry experience. She has been with Radix Organization since 2014. Radix Organization, Inc. provides bespoke portfolio management and consulting services primarily to individuals and high-net-worth clients. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and employs strategies including margin transactions and option writing.

Active portfolio management Options & derivatives strategies
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