Victrix Investment Advisors
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Overview
Victrix Investment Advisors operates as a financial advisor firm based in Stuart, Florida. The company handles $109.2 million in assets over 754 client accounts, placing it in the mid-tier of investment advisory firms in the country by assets under management (AUM). It has a small team, including 6 financial advisors. Victrix Investment Advisors is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments such as bonds, stocks and options.
Victrix Investment Advisors manages 752 of the company's accounts on a discretionary basis. Discretionary management is a structure in which buy and sell decisions for the client's account are made by a portfolio manager without requiring the client's consent. The firm also administers two non-discretionary accounts totaling $24,601 in AUM. The advisory firm oversees roughly $144,764 for every account. An average financial advisor at Victrix Investment Advisors oversees around 126 client accounts.
The firm's headquarters is located at 823 Se Osceola St, Stuart, Florida 34994. The firm is legally allowed to provide services to customers throughout a number of states, including Florida, Maryland, New Hampshire, New York, North Carolina, Texas and Utah.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Victrix Investment Advisors by the Numbers
$109.2 million
6
754
$144.8 thousand
Products and Services
Victrix Investment Advisors provides a variety of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. In the last financial year, it provided financial planning services to 1-10 of its accounts. The company does not sell products or offer services aside from investment advisory services to its investment advisory clients. The firm is affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
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.
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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
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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.
Fee Structure
Financial management fees vary depending on which services the firm provides the client. However, fee types billed by the firm can be comprised of any combination of the following fee types: asset-based or hourly. Victrix Investment Advisors does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It works with retail investors, high net worth investors, pension plans and corporations. Out of its 754 customers, Victrix Investment Advisors's biggest client type is retail investors, although it also serves 22 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 7.91%
- Other Individuals - 89.57%
- Corporations - 2.52%
- Charitable Organizations - 0%
* 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
Victrix Investment Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Victrix Investment Advisors
Stuart, FL
Stuart, FL
Stuart, FL
Stuart, FL
Bethesda, MD
Stuart, FL
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