Victory Capital Management Inc.

RIASEC Registered

Total AUM

$283B

Discretionary

$279B

99% of AUM

Avg account

$69.6M

Accounts

4,061

Employees

699

Advisory reps

109

Firm details

Headquarters: San Antonio, Texas
CRD number: 106189
Registered since: May 10, 1994
Website: www.vcm.com
Custodians: THE BANK OF NEW YORK MELLON, STATE STREET BANK AND TRUST COMPANY, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Investment Companies70.66%
Pooled Investment Vehicles17.86%
Corporations / Businesses3.15%
Pension & Profit Sharing Plans2.18%
State / Municipal Government1.59%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Victory Capital Management Inc. is a diversified investment manager that blends long-only and alternative strategies across pooled vehicles and separately managed accounts. The firm is SEC-registered (since 1994) and serves both individual/family clients and institutional investors. Its business mix includes portfolio management for individuals, pooled investment vehicles and institutions, selection of sub‑advisers, and it also operates as a CPO/CTA. Fee arrangements vary by client and product and include percentage-of-AUM fees, fixed fees and performance-based fees. Victory Capital reports being an active ESG investor and is organized to operate hedge funds, private equity vehicles and other fund structures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Exchange Traded Equities96%
Cash & Cash Equivalents2%
US Government Bonds1%
Investment Grade Corp Bonds1%

Owners & executives

3 of 5

James Cox
Chief Compliance OfficerCRD 3025567
David Brown
Chairman and Chief Executive OfficerCRD 4104294
Michael Policarpo
CFOCRD 4316912

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Contacts

3 of 104

Brian Byers
Wealth SpecialistCRD 5827937
Dale Rowse
Registered RepresentativeCRD 5869960
Christopher Miller
Registered RepresentativeCRD 5106831

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ETF holdings

1 of 137

Active vs passive

$9.2B in ETFs

Passive

69%

$6.4B

Active

21%

$2.8B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VICTORYSHARES CORE INTERMEDIATE BOND ETF FORMERLY VICTORYSHARES USAA CORE INTERMEDIATE-TERM BOND ETF (UITB)	VictoryShares	Active	Intermediate Core Bond	$696M	14,850,508	7.54%