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 that acts as a capital allocator for high‑net‑worth individuals, families and institutional clients. The firm leans heavily toward equity exposure, running strategies that prioritize exchange‑traded equities and ETFs as core holdings while retaining access to third‑party managers for specialized allocations. Advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting support and the selection of external advisers, which positions the firm to combine in‑house portfolio construction with outsourced manager expertise. Fee arrangements are flexible — the firm charges a percentage of AUM and can also bill hourly or by fixed fees for certain projects. Victus Capital Wealth is not identified as an active ESG investor. It is structured as a limited liability company, is SEC‑registered since 2010, and is owner‑managed at the individual level.