Radix Organization, Inc.
- Regulatory AUM
- $200M
- Discretionary
- $139M
- Clients
- 95
- Avg AUM / client
- $2.1M
- Accounts
- 145
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 90 | $196M | 98.0% |
| Pension and profit sharing plans | 3 | $1.4M | 0.71% |
| Charitable organizations | 2 | $2.6M | 1.3% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Joseph Kelly | Director/Chief Compliance Officer | Aug 2014 (12y) | 50% – 75% | |
| Linda Schoenheimer Mccurdy | Director | Aug 2014 (12y) | 50% – 75% | |
| Jacob Fritz Oleshansky | Registered representative | Sep 2021 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Oppenheimer & Co. Inc. $139M (70% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗