Victus Capital Wealth

RIASEC RegisteredEst. 2010

Total AUM

$280M

Discretionary

$277M

99% of AUM

Avg account

$506K

Accounts

553

Employees

Advisory reps

Firm details

Headquarters: Santa Monica, California
CRD number: 154899
Registered since: November 5, 2010
Website: victuscapitalwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI97.03%
Individuals1.96%
Pension & Profit Sharing Plans1.01%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Victus Capital Wealth is an independent registered investment adviser organized as an LLC and operating since its 2010 SEC registration. The firm is individually owned and positions itself as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension consulting services. Fee arrangements are flexible: the firm charges based on a percentage of assets under management and also uses hourly and fixed-fee structures for select engagements. Victus does not identify as an active ESG investor and is not structured as a multi-state adviser.