Ryan
Harper

Victoria Capital Management, Inc

CRD#6871002
Investment Advisor
in Charleston, SC

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About this Advisor

Ryan Harper is a financial advisor based out of Charleston, South Carolina who has 6 years of relevant experience. Harper is an advisor for Victoria Capital Management, Inc. Over the course of their career, they have held roles at Citibank, Nica'S Rugs & Decor, University Of Cincinnati Office Of Chief Investment Officer and Popular Demand LLC. Harper holds a Series 65 license, qualifying them as an investment advisor representative, and can work in California, Florida and South Carolina. Victoria Capital Management, Inc is a financial advisory firm headquartered in Charleston, SC. It handles $208 million in assets between its 160 accounts, placing it among the mid-sized firms in the United States by assets under management. The firm serves two charitable organizations. Of its 160 customer accounts, 37% are held by high-net-worth investors who have more than $1 million in investable assets. Victoria Capital Management, Inc offers portfolio management for individuals and small businesses. Fees for financial advice usually depend on which services the firm provides the client. Fees charged by Victoria Capital Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

109 East Bay Street #1E
Charleston, SC 29401

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Victoria Capital Management, Inc Brokerage Details

Total Assets Under Management

$207,611,897

SC Average: $646,059,043
Total Number of Employees

3

SC Average: 13
Total Number of Accounts

160

SC Average: 661
Average Account Size

$1,297,574

SC Average: $977,396

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Ryan Harper Work History

Ryan has been registered as a financial advisor for 6 years.*

2016 - 2017 (1 year)

Citibank

2016 - 2016 (< 1 year)

University Of Cincinnati Office Of Chief Investment Officer

2012 - 2017 (5 years)

Popular Demand LLC

2010 - 2015 (5 years)

Nica'S Rugs & Decor

*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 Ryan Harper 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 Victoria Capital Management, Inc

Ryan Harper
Charleston, SC
Diane Nugent
Charleston, SC
Thomas Nugent
Charleston, SC

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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