Virgil Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,171,748
Clients
11
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
11
LowAverage account size
$106,523
About
Virgil Wealth Advisory is an independent, state-registered investment adviser that works with individuals, high‑net‑worth clients, and small businesses to provide discretionary portfolio management and ongoing financial planning. Services include tailored investment policy development and implementation as well as comprehensive planning around retirement, estate, tax, cash flow, insurance, and college funding.
The firm primarily implements passive investment strategies using index mutual funds and exchange‑traded funds while supplementing its analysis with fundamental research when selecting securities or constructing allocations. Portfolios are managed according to client‑specific investment policy statements, with discretion to trade and regular (typically quarterly) account reviews; clients may impose reasonable investment restrictions and the firm does not participate in wrap fee programs.
Noteworthy operational features include the firm’s very small scale and limited client roster, and that the sole adviser maintains a significant outside business interest (an owner/operator role in a restaurant) that consumes roughly half of his time. The adviser also waives ongoing planning fees for clients who meet the firm’s AUM threshold, uses a digital custodial platform (Altruist), does not aggregate client trades, does not vote client proxies, and does not accept third‑party compensation or soft‑dollar arrangements.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Estate planning fees typically $1,500 flat fee, may be higher in complex cases
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:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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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