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VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665File 801-112588
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$305.5M
Below cohort median (national)
Discretionary AUM
$61.2M
Non-discretionary $244.3M
Clients
47
89 accounts
Employees
3
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 7, 2018
- Principal office
- 109 EAST BAY STREET, #1E, CHARLESTON, SC, 29401-2549
- Phone
- 843-342-3044
- Website
- HTTP://WWW.VCM.US.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $305.5M
- Discretionary AUM
- $61.2M
- Non-discretionary AUM
- $244.3M
- Discretionary accounts
- 72
- Non-discretionary accounts
- 17
- Total accounts
- 89
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 1 | $3.2M |
| Other investment advisers | 8 | $244.3M |
| High net worth individuals | 24 | $42.8M |
| Pension and profit sharing plans | 3 | $12.3M |
| Individuals (other than high net worth individuals) | 11 | $2.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.