VIRGIL WEALTH ADVISORY

Overview

Virgil Wealth Advisory is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and provides financial planning alongside portfolio management services for individuals and small businesses. Its fees are charged as a percentage of assets under management and through fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not set up as a capital allocator, and does not describe itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives