Larry
Fernandez

Victus Capital Wealth

CRD#2877885
Investment Advisor
in Los Angeles, CA

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About this Advisor

Larry Fernandez is a financial advisor based in Los Angeles, California with 13 years of relevant experience. Fernandez is an advisor for Victus Capital Wealth. They have spent all of their employment at Victus Capital Wealth. Fernandez maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California. Victus Capital Wealth is a registered investment business that has its headquarters in Santa Monica, CA. It controls $198 million in assets among its 522 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 522 customer accounts, 56% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which service is provided. However, fee types charged by Victus Capital Wealth most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

11766 Wilshire Blvd Suite 1220
Los Angeles, CA 90025

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Victus Capital Wealth Brokerage Details

Total Assets Under Management

$198,115,173

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

522

CA Average: 3,727
Average Account Size

$379,531

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Larry Fernandez Work History

Larry has been registered as a financial advisor for 13 years.*

2010 - Present (14 years)

Victus Capital Wealth

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Larry Fernandez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Victus Capital Wealth

Robert Jones
Santa Monica, CA
Mary Kusnic
Santa Monica, CA
Darrach Mc Carthy
Los Angeles, CA
Larry Fernandez
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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