Victrix Investment Advisors

RIASEC Registered

Total AUM

$343M

Discretionary

$341M

99% of AUM

Avg account

$214K

Accounts

1,608

Employees

Advisory reps

Firm details

Headquarters: Stuart, Florida
CRD number: 167517
Registered since: June 9, 2021
Website: victrixinvestmentadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI65.4%
Individuals33.03%
Pension & Profit Sharing Plans1.02%
Corporations / Businesses0.54%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Victrix Investment Advisors is an independent, LLC-structured registered investment adviser that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional accounts, delivering comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees combine a percentage-of-AUM model with hourly billing for advisory work. Victrix is not positioned as a capital allocator and does not identify as an active ESG investor. The firm also lists an affiliation with an insurance company, which aligns with its use of insurance-linked products in client solutions.