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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 47 | increased by8 |
| Apr 1, 2026 | Clients | 1,937 | 3,003 | increased by1,066 |
| Apr 1, 2026 | AUM | $687,641,583 | $1,337,530,512 | increased by$649,888,929 |
| Apr 1, 2026 | Accounts | 4,210 | 6,805 | increased by2,595 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “VICTORY FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“VICTORY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.