VICTORY FINANCIAL

RIASEC RegisteredEst. 2023

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$197K

Accounts

6,805

Employees

Advisory reps

Firm details

Headquarters: AUSTIN, Texas
CRD number: 324943
Registered since: February 24, 2023
Website: www.victoryfinancialgroup.com
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

FINTRX

Overview

Victory Financial is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both individuals/families and institutional clients. The firm offers fee-based portfolio management and financial planning, charging either a percentage of assets under management or fixed fees. Advisory services include discretionary portfolio management for individuals, small businesses, and institutions, financial planning, and selection of outside managers. Victory Financial is not positioned as an ESG-focused advisor and does not identify as a multi-state adviser in its filing notes. Victory Financial registered with the SEC in 2023 and is owned by an individual. It maintains an affiliation with an insurance company and lists selection of other advisers among its services, which suggests it acts both as a manager of directly held assets and as a gatekeeper to third-party managers.