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- Custodian
- Oppenheimer
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
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Investment Themes
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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