Annualitix

Overview

Annualitix is a small, discretionary registered investment advisor structured as an LLC that provides portfolio management primarily for individuals and small businesses. The firm bills on a percentage-of-AUM basis and runs equity-focused portfolios, favoring exchange-traded instruments. Its mandate and filings indicate a hands-on, single-custodian operating model rather than multi-state or institutional consulting work. Annualitix does not position itself as an ESG investor and does not identify as a capital allocator; its activity centers on direct portfolio management for a concentrated set of retail clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices