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- Custodian
- Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-22-2014
- Office Locations
- 1
Office Locations
About Radix Organization, Inc.
Radix Financial provides wealth management and planning for multinational high-net-worth clients, with dedicated Cayman and U.S. wealth services plus independent consulting for trustees, family offices, and corporate/non-profit boards. The team emphasizes disciplined, long-term, data-driven portfolio construction with global market access, often implemented via ETFs. First Pillar Fund onboarding is streamlined via confidential fit calls and DocuSign KYC/subscription workflows.
Reported data analysis
What the numbers show
Between March 14, 2025 and March 23, 2026, reported AUM increased 8.6%, from $184.2M to $200.1M.
Across 5 reported observations, AUM increased 12.6% between March 18, 2022 and March 23, 2026, from $177.6M to $200.1M.
Of the latest reported AUM, 69.5% is discretionary and 30.5% is non-discretionary.
The firm reports 3 advisory representatives and 95 clients, or 31.7 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Radix Organization, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOHN JOSEPH KELLY
Chief Compliance Officer, Director
- CRD
- #4505931
- Ownership
- 50% but less than 75%
LINDA SCHOENHEIMER MCCURDY
DIRECTOR
- CRD
- #2991967
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Jacob Fritz Oleshansky
Financial Analyst
- CRD
- #7433299
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $139,145,572 | $966,289 |
| Non-Discretionary | $60,939,463 | $60,939,463 |
| Total | $200,085,035 | $1,379,897 |
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Separately Managed Accounts
SMA allocation detail is available
Radix Organization, Inc. has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.