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VICTRIX INVESTMENT ADVISORS
Legal name: VICTRIX INVESTMENT ADVISORS LLC
CRD 167517File 801-121443
APPROVED
Retail clients
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$343.3M
Below cohort median (national)
Discretionary AUM
$341.5M
Non-discretionary $1.9M
Clients
450
1,608 accounts
Employees
7
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 9, 2021
- Principal office
- 823 SE OSCEOLA ST, STUART, FL, 34994
- Phone
- 772-320-9658
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $343.3M
- Discretionary AUM
- $341.5M
- Non-discretionary AUM
- $1.9M
- Discretionary accounts
- 1,601
- Non-discretionary accounts
- 7
- Total accounts
- 1,608
- AUM per client
- $763K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $1.9M |
| High net worth individuals | 93 | $224.6M |
| Pension and profit sharing plans | 7 | $3.5M |
| Individuals (other than high net worth individuals) | 342 | $113.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- 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 11- Q11D2
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.