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Transparency & Trust

We believe in full transparency. Review our regulatory filings and privacy commitments below.

Privacy Notice (Regulation S-P)

Effective: September 7, 2026

Our SEC Regulation S-P notice to advisory clients describing how Virtus Financial Partners collects, uses, and protects nonpublic personal information. We do not sell nonpublic personal information. Third-party sharing is limited to what's necessary for account servicing, brokers, custodians, and essential service providers.

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Client Relationship Summary (Form CRS)

Effective: August 16, 2026

A concise overview of our advisory services, fees, conflicts of interest, and disciplinary history, as required by the SEC. This document is designed to help you make informed decisions about your advisory relationship with us.

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Firm Brochure (Form ADV Part 2A)

Effective: September 7, 2026

The comprehensive firm brochure covering our advisory business, fee schedules, investment strategies, risk disclosures, code of ethics, brokerage practices, and more. Required by SEC regulation for all registered investment advisers.

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servicing@virtusfp.com

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407-267-8445servicing@virtusfp.comWinter Park, FL

Virtus Financial Partners is an investment advisor registered with the U.S. Securities and Exchange Commission; registration does not imply a certain level of skill or training. This content is for educational purposes only and does not constitute personalized investment advice, and Virtus does not provide legal or tax advice. Virtus receives compensation for the advisory services it provides. Certain Virtus representatives are also licensed insurance agents who may offer insurance products in a separate, non-advisory capacity for commissions, which presents a conflict of interest. Past performance is not indicative of future returns. Information is current as of the date published and is subject to change. You should consult your own attorney, CPA, and financial advisor regarding your specific situation.

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