Victory Financial

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$197K

Accounts

6,805

Employees

47

Advisory reps

56

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, individual-owned limited liability company that provides advisory services to both individuals/families and institutional clients. The firm is SEC-registered (registered in 2023) and operates as a capital allocator, offering financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third-party advisers. Its fee model includes both percentage-of-AUM and fixed-fee arrangements. Victory Financial is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities71%
Public Funds/Mutual Funds10%
Cash & Cash Equivalents6%
Investment Grade Corp Bonds4%
Sovereign Bonds3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 260

Active vs passive

$983M in ETFs

Passive

83%

$817M

Active

14%

$166M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES RUSSELL TOP 200 GROWTH ETF (IWY)	BlackRock	Passive	Large Growth	$138M	467,852	14.03%

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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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