Victrix Investment Advisors

RIASEC RegisteredEst. 2021

Total AUM

$343M

Discretionary

$341M

99% of AUM

Avg account

$214K

Accounts

1,608

Employees

7

Advisory reps

7

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, limited liability RIA that registered with the SEC in 2021 and is owned by an individual. The firm serves both individual & family clients and institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fees are charged as a percentage of assets under management and on an hourly basis. FINTRX flags the firm as not an active ESG investor and not a dedicated capital allocator.

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 Equities66%
Public Funds/Mutual Funds31%
US Government Bonds2%
Cash & Cash Equivalents1%

Contacts

3 of 7

Kevin Kennedy
AdvisorCRD 6285267
Jami Mccree
Investment AdvisorsCRD 5961848
William Thompson
Portfolio ManagerCRD 2913026

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Stuart, FL

Martin

Location

Stuart, FL

Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area: Miami-Port St. Lucie-Fort Lauderdale, FL
Region: South
County: Martin
Address: 823 Se Osceola St
Time zone: ET (UTC-5)
Office locations

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