Stephen
Shadrock

Victory Capital Management Inc

CRD#5672341
Investment Advisor
in San Antonio, TX

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About this Advisor

Stephen Shadrock is a financial advisor who works in San Antonio, Texas with 2 years of relevant experience. Shadrock works at Victory Capital Management Inc. Throughout their career, Shadrock has worked at Usaa Financial Advisors, Inc, Usaa Financial Planning Services, Usaa Investment Management Company, Victory Capital Services, Inc and Victory Capital Management Inc. Shadrock maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Texas. Victory Capital Management Inc is a company that has its headquarters in San Antonio, TX. The investment advisory business has offices in 10 locations and a total of 510 financial advisors. It administers $141 billion in total assets among its 3,419 customer accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 54 charitable organizations. Of its 3,419 customer accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Victory Capital Management Inc offers a number of services, such as 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. Financial management fee schedules largely are based on which services the firm provides the client. Fees billed by Victory Capital Management Inc most likely include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

15935 La Cantera Pkwy
San Antonio, TX 78256

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Victory Capital Management Inc Brokerage Details

Total Assets Under Management

$140,836,403,633

TX Average: $3,042,739,679
Total Number of Employees

510

TX Average: 49
Total Number of Accounts

3,419

TX Average: 2,315
Average Account Size

$41,192,280

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Stephen Shadrock Work History

Stephen has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Victory Capital Services, Inc

2019 - Present (5 years)

Victory Capital Management Inc

2018 - 2019 (1 year)

Usaa Investment Management Company

2013 - 2019 (6 years)

Usaa Financial Planning Services

2010 - 2019 (9 years)

Usaa Financial Advisors, Inc

*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 Stephen Shadrock 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 Victory Capital Management Inc

Gerald Reed
San Antonio, TX
Shannon Gillis
San Antonio, TX
Jonathan Goss
San Antonio, TX
Dale Rowse
San Antonio, TX
Jon Green
San Antonio, TX
Curtis Tobler
San Antonio, TX
Garrett Kelley
Manhattan Beach, CA
Ada Brewster
San Antonio, TX

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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