Victory Capital Management Inc

CRD#106189
Investment Advisor Firm

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Learn more about Victory Capital Management Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Victory Capital Management Inc is located at 15935 La Cantera Pkwy, San Antonio, TX. The firm employs 162 financial advisors to manage client portfolios and provide financial guidance. Victory Capital Management Inc is not a registered broker-dealer.

    Victory Capital Management Inc oversees $151.3 billion in assets under management across 2,923 accounts, all of which are discretionary. The services offered include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The firm caters to a diverse range of investors, including retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Retail investors represent the largest client type by accounts. The fee structure at Victory Capital Management Inc includes asset-based, fixed, and performance-based fees. The firm has 70 high net worth clients and maintains affiliations with a broker-dealer or securities dealer and a lawyer or law firm.

    Victory Capital Management Inc is registered in the states of Alabama, Alaska, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Arizona.

    Assets Under Management

    $151.3 billion

    Number of Advisors

    162

    Disclosures

    No

    Office Location

    15935 La Cantera Pkwy
    San Antonio, TX 78256

    Victory Capital Management Inc by the Numbers

    Total Assets Under Management

    $151.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    481

    National Average: 64
    Total Number of Accounts

    2,923

    National Average: 375,227
    Average Account Size

    $51.7 million

    National Average: $23.0 thousand
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    Products and Services

    Victory Capital Management Inc offers a variety of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. Notably, Victory Capital Management Inc did not provide financial planning services to any of its accounts in the last financial year. The Company is engaged in selling products or offering services different than investment advisory services to its customers.

    Core Advisor Services

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      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

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      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

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      Publication of Periodicals

      This is the publication of various financial education materials.

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      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Fees charged by financial advisors usually are based on the type of services offered. Fees billed by Victory Capital Management Inc most likely include some blend of the following fee types: asset-based, fixed, or performance-based. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with a number of different customers. The firm provides services to retail investors, high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Out of its 10 clients, Victory Capital Management Inc's biggest client type by number of accounts is investment companies, although it also serves 70 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 under management or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 2.8%
    • Other Individuals - 87.05%
    • Corporations - 8.55%
    • Charitable Organizations - 1.6%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Victory Capital Management Inc does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Victory Capital Management Inc

    Ethan Fine
    San Antonio, TX
    Brian Groover
    San Antonio, TX
    Jordan Boehne
    San Antonio, TX
    Christian Oconnor
    San Antonio, TX
    Garrett Kelley
    Manhattan Beach, CA
    Noe Fernandez
    San Antonio, TX
    Trent Marshall
    San Antonio, TX
    Gerald Reed
    San Antonio, TX
    David Partida
    San Antonio, TX

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