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, SEC-registered RIA organized as an LLC and operating under individual ownership. The firm works with both individual and family investors as well as select institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its primary fee arrangements are a percentage of assets under management and hourly charges. Victrix does not identify as an active ESG investor in the available data.

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

William Chapman
FounderCRD 2692298
Kevin Kennedy
AdvisorCRD 6285267
Christina Dell'aquila
AdvisorCRD 5603561

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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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