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Radix Financial
Radix Financial launched in 2015 when Dr. Amy Hubble, CFA, TEP left Heritage Trust Company in Oklahoma City following its acquisition, establishing an...
Radix Financial
Radix Financial launched in 2015 when Dr. Amy Hubble, CFA, TEP left Heritage Trust Company in Oklahoma City following its acquisition, establishing an independent registered investment advisor. Hubble, who earned her PhD in Consumer Economics and Financial Planning from the University of Georgia, structured the firm to serve US and offshore clients from a single platform, maintaining the trust-company fiduciary ethos with a modern, transparent fee model. The firm allocates across public equities, fixed income, real assets, and alternatives through advisory accounts and the First Pillar Fund, a Cayman-domiciled pooled vehicle designed for monthly subscriptions. Radix's dual-office model — Grand Cayman and Oklahoma City — allows it to handle cross-border financial planning, estate structuring, and discretionary portfolio management for multinational high-net-worth families. The First Pillar Fund simplifies access to global markets for Cayman residents, while US clients receive direct portfolio management and planning. Consulting mandates extend to family offices, trusts, and non-profit boards. Radix operates as a compact senior team: Hubble leads global strategy and US relationships, while Managing Director Jessica Jablonowski, CFA, who joined in 2022 after nearly a decade at RBC Royal Bank in Grand Cayman, fronts the offshore private client business. The firm publishes market commentary on digital assets, macro themes, and portfolio construction through its 'Market Insights' newsletter, with recent pieces covering stablecoins and AI. In October 2025, it released 'Making Cents of Stablecoins', signaling a research focus on digital-dollar instruments within client portfolios. The firm's structural differentiator is its genuine cross-border architecture — a single SEC-registered entity operating through Cayman Islands and Oklahoma City offices, serving families subject to both US and offshore regulatory regimes. This eliminates the typical handoff between an onshore planner, a trust company, and an offshore investment manager, centralizing wealth oversight under one fiduciary roof.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
Cayman Islands
City
George Town
Corporate office
5th Floor, Anderson Square Building, 64 Shedden Road, George Town, Grand Cayman, Cayman Islands
Additional offices
Oklahoma City, United States
Principals
Amy Hubble
Investment Advisor
Jessica Jablonowski
Managing Director, Investment Advisor
Sector focus
Frequently asked questions
What is the First Pillar Fund and who is it for?
The First Pillar Fund is Radix Financial's proprietary Cayman Islands-domiciled pooled investment vehicle. It is designed to give Cayman residents and qualified international clients streamlined access to global public markets through a single subscription, removing complexity from cross-border investing. The fund accepts subscriptions monthly after completing the firm's compatibility meeting and KYC process.
How does Radix Financial's US-Cayman structure work in practice?
Radix Financial operates from two offices — a Grand Cayman headquarters on Shedden Road and a presence in Oklahoma City. US clients are served directly by Amy Hubble for portfolio management and financial planning, while Cayman-based clients work with Managing Director Jessica Jablonowski. The single firm coordinates investment strategy, trust planning, and multi-currency reporting across both jurisdictions rather than outsourcing pieces to separate advisors.
What is Amy Hubble's professional background?
Amy Hubble holds a PhD in Consumer Economics and Financial Planning from the University of Georgia, an MBA from the University of Oklahoma, and holds both the CFA and Trust and Estate Practitioner (TEP) designations. She began her career at Heritage Trust Company in Oklahoma City before founding Radix Financial in 2015 when Heritage was acquired. She is a past board president of the CFA Society Cayman Islands.
What type of clients does Radix Financial target?
Radix Financial works with multinational high-net-worth individuals, families, and the professional advisors surrounding them — trustees, family offices, and corporate or non-profit boards. Its literature emphasizes clients who need coordinated advisory across the US and offshore financial systems, particularly those with ties to the Cayman Islands.
Does Radix Financial provide advice on digital assets?
Radix Financial publishes market commentary on digital assets and blockchain-based financial instruments. In October 2025, the firm released 'Making Cents of Stablecoins', an analysis of the role stablecoins play in global payments and portfolio hedging. The extent to which it allocates client capital to crypto is not publicly disclosed, but the research output indicates an active analytical posture toward the space.
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