VICTORIA CAPITAL MANAGEMENT, INC.

Overview

Victoria Capital Management, Inc. is an equity-focused advisory firm that operates primarily as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm’s advisory activity centers on separately managed, equity-oriented portfolios and on selecting other advisers when a client’s needs call for specialist managers. Compensation is fee-based, charged as a percentage of assets under management. Investment preferences skew heavily toward exchange-traded equities and separately managed equity accounts. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant. A meaningful split between discretionary and non-discretionary mandates suggests the firm provides both fully delegated portfolio management and advisory services where clients retain final decision authority or direct holdings through subadvisors.

Assets & Accounts

Public Holdings

Location & Offices