Victory Financial

RIASEC RegisteredEst. 2023
Total AUM
$1.3B
Discretionary
$1.3B
100% of AUM
Avg account
$197K
Accounts
6,805
Employees
47
Advisory reps
48

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, limited-liability investment adviser that registered with the SEC in 2023. The firm serves both individual and institutional clients and positions itself as a capital allocator and manager-of-managers: its advisory scope includes financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside advisers. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm does not identify itself as an active ESG investor.

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

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 6%, Investment Grade Corp Bonds 4%, Sovereign Bonds 3%, US Government Bonds 2%, State & Local Bonds 2%, Private Funds 1%, Other 1%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents6%
  • Investment Grade Corp Bonds4%
  • Sovereign Bonds3%

Owners & executives

2 of 2
  • Dalyn Love

    Dalyn Love

    Founder and CEOCRD 6881827

  • Jeffrey Davidson

    Jeffrey Davidson

    Co-founder & Co-CEOCRD 4585780

Contacts

3 of 46
  • Christopher Gleason

    Christopher Gleason

    PartnerCRD 7119826

  • Paul Schappert

    Paul Schappert

    Founding PartnerCRD 5749517

  • Kyle Wardlaw

    Kyle Wardlaw

    Senior Vice PresidentCRD 5493299

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 200

Active vs passive

$783M in ETFs

Passive

83%

$651M

Active

15%

$132M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL TOP 200 GROWTH ETF (IWY)BlackRockPassiveLarge Growth$115M462,59814.70%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth