Victory Financial
Firm details
- Headquarters
- Austin, Texas
- CRD number
- 324943
- Registered since
- February 24, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI55.18%
- Individuals43.46%
- Corporations / Businesses1.03%
- Charitable Organizations0.33%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Victory Financial is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm serves both individual/family and institutional clients and operates as a capital allocator, sourcing third‑party managers in addition to managing mandates directly. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selection of other advisers. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. Victory Financial does not identify as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities71%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents6%
- Investment Grade Corp Bonds4%
- Sovereign Bonds3%
Owners & executives
2 of 2
Jeffrey Davidson
Co-founder & Co-CEOCRD 4585780
Dalyn Love
Founder and CEOCRD 6881827
Contacts
3 of 50
Ryan Wells
Founder & Managing PartnerCRD 5720384
Peter Warren
Senior Financial AdvisorCRD 5731252
Paul Schappert
Founding PartnerCRD 5749517
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 442Active vs passive
$1.8B in ETFs
86%
$1.6B
12%
$247M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $132M | 453,284 | 7.32% |
Location
Austin, TX
Travis
Location
Austin, TX
Headquartered in Austin, TX, in the South of the United States.
- Region
- South
- County
- Travis
- Address
- 6500 River Place Blvd
- Time zone
- CT (UTC-6)
- Office locations
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