Our History

Our History & Holistic Planning Philosophy | Radix Financial

Radix Financial was established by Amy Hubble in January of 2015.  Although, initially launched as a boutique, solo practice serving individuals, families, and trustees across Oklahoma, Radix quickly expanded throughout the United States, and today serves multinational clients from around the globe.

Mere weeks after Radix launched, Amy met and developed a friendship with Jessica Jablonowski, a fellow female investment advisor, while they were both studying for the final level of the CFA Program.  Over the next several years, Jessica would serve as an invaluable sounding board for ideas and solutions; and in 2022, would formally join Radix as the Managing Director of Radix Financial Cayman. Today, Amy and Jessica co-manage all equity, fixed income, and alternative portfolio strategies.


Core Pillars

Three core pillars guide our business and decision making:

We believe maximum risk-adjusted returns are accomplished through disciplined, long-term investment strategies.

Today’s media-driven investment landscape has made it increasingly difficult for investors to stay disciplined within a long-term strategy, often mistakenly allowing emotion to drive poor decision making.  Choosing to invest with Radix Financial is a commitment to long-term success and requires a high degree of trust and composure through a variety of market conditions.

We believe that fees should be clearly stated and transparent.

Our compensation comes exclusively from our clients for the expertise and management we provide, not the products we sell.  We receive no commissions or other outside incentives to recommend mutual funds or annuity products.

We believe charitable giving and community partnership are crucial elements of financial success.

Radix demonstrates this commitment to our community by donating to registered charitable organizations each November as part of the global generosity movement #givingtuesday. 


Regulatory Information

Radix Financial, LLC is a Registered US Investment Advisor firm licensed and regulated by the Securities and Exchange Commission (SEC).  Radix is licensed to do business with individual and institutional clients domiciled in all 50 states.  Additional information about Radix Financial, LLC is also available on the SEC’s website at www.adviserinfo.sec.gov. Radix Financial, LLC’s CRD number is: 171159.

Radix Financial Cayman, LLC is a wholly owned subsidiary of Radix Financial, LLC and registered as a foreign company operating in the Cayman Islands. Radix Financial Cayman, LLC is duly registered as a Registered Person pursuant to section 5(4) and paragraph 2 of schedule 4 of the Securities Investment Business Act (2020 Revision) with the Cayman Islands Monetary Authority (CIMA). Radix Financial Cayman, LLC is registered to perform discretionary and non-discretionary investment advisory services for high-net-worth persons and related entities* resident in the Cayman Islands. Additional information about Radix Financial Cayman, LLC is also available on CIMA’s website at https://www.cima.ky/search-entities-cima. Radix Financial Cayman, LLC’s reference number is 1946700.

 


*Persons required to be registered under section 5(4) 1. A company within a group of companies carrying on securities investment business exclusively for one or more companies within the same group. 2. A person carrying on securities investment business exclusively for one or more of the following classes of persons — (a) a sophisticated person; (b) a high net worth person; or (c) a company, partnership or trust (whether or not regulated as a mutual fund) of which the shareholders, unit holders or limited partners are one or more persons falling within (a) or (b), and who has a registered office or a place of business in the Islands for which services are provided by a person licensed to provide such services. 3. A person to whom section 4(1) applies but who is regulated in respect of securities investment business by a recognised overseas regulatory authority in the country or territory (other than the Islands) in which the securities investment business is being conducted
high net worth person” means — (i) an individual whose net worth is at least CI $800,000 or its equivalent in any other currency; or (ii) any person that has total assets of not less than CI $4,000,000 or its equivalent in any other currency.
sophisticated person” means a person — (a) regulated by the Authority; (b) regulated by a recognised overseas regulatory authority; (c) any of whose securities are listed on a recognised securities exchange; or (d) who — (i) by virtue of knowledge and experience in financial and business matters is reasonably to be regarded as capable of evaluating the merits of a proposed transaction; and (ii) participates in a transaction with a value or in monetary amounts of at least CI $80,000 or its equivalent in any other currency, in the case of each single transaction.