# The Helix Financial Group

The Helix Financial Group is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://helixfinancial.com

## Regulatory record

- **CRD number:** 147803
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147803

## About

THE HELIX FINANCIAL GROUP is a state-registered investment adviser in CARROLLTRON, TX. It manages approximately $107 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at The Helix Financial Group?

No named principal or investment decision-maker is publicly identified for The Helix Financial Group. The firm's operations remain entirely private, with no management disclosed in public filings, press reports, or industry databases.

### How does The Helix Financial Group source proprietary deal flow?

No information exists on how The Helix Financial Group sources deals. The firm has no public website or media coverage describing its sourcing model. Its deal pipeline is unknown.

### Does The Helix Financial Group participate in fund commitments or only direct deals?

No public information confirms whether The Helix Financial Group makes fund commitments or direct investments. Its capital allocation strategy is not known.

### Which sectors does The Helix Financial Group explicitly avoid?

The Helix Financial Group has not publicly stated any sector exclusions. Without disclosure, its focus or avoidance areas are unknown.

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Last updated: 2026-07-06T01:24:26.934Z

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