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VICTORY FINANCIAL
Legal name: VICTORY FINANCIAL GROUP LLC
CRD 324943File 801-127385
APPROVED
Retail clients
Disclosure events
Filing as of Jul 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.34B
Above cohort median (national)
Discretionary AUM
$1.34B
Clients
3,003
6,805 accounts
Employees
47
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Feb 24, 2023
- Principal office
- 6500 RIVER PLACE BLVD., BLDG. 1, STE. 203, AUSTIN, TX, 78730
- Phone
- (512) 763-7671
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.34B
- Discretionary AUM
- $1.34B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 6,805
- Non-discretionary accounts
- 0
- Total accounts
- 6,805
- AUM per client
- $445K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 27 | $13.8M |
| Charitable organizations | 39 | $4.4M |
| High net worth individuals | 360 | $738.0M |
| Individuals (other than high net worth individuals) | 2,577 | $581.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- 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- Q11A1
- Q11A2
- Q11B1
- Q11B2
- Q11E2
- Q11E4
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.