RIA Intel›Advisers›Ohio›VIRGIL WEALTH ADVISORY, LLC

VIRGIL WEALTH ADVISORY, LLC

Advisory

CINCINNATI, OH

Data as of Apr 13, 2026 · Source: SEC Form ADV

Average account

$56K

across 21 accounts

AUM per adviser

$1M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 13, 2026.

Total AUM

$1M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$1M

Discretionary AUM$1M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients11

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

11 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

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BUDAK FINANCIAL GROUP, LLC

$1M

SQUARE PEG FINANCIAL SERVICES, LLC

$1M

PETER DAG & ASSOCIATES, INC.

$1M

-61.5% 1Y

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