Victrix Investment Advisors

RIASEC Registered

Total AUM

$343M

Discretionary

$341M

99% of AUM

Avg account

$214K

Accounts

1,608

Employees

Advisory reps

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, individual-owned RIA organized as an LLC that provides wealth management and financial planning to both individuals/families and institutional clients. The firm is registered with the SEC (registered in 2021) and offers portfolio management, financial planning, and pension consulting services. Its client engagements are billed primarily as a percentage of assets under management, with hourly fees used for some advisory work. The firm’s stated portfolio preference leans toward equities, and its business activity includes working with small business owners and individual investors. Victrix is not identified as an ESG-focused allocator, and it does not market itself as a multi-state or related adviser in the source data. It maintains an affiliation with an insurance company for industry relationships.