Victory Financial Group LLC
● SEC registered since 2023CRD 324943SEC# 801-127385Austin, TX
Reg. AUM
$1.34B
Employees
47
Accounts
6,805
Location
Austin, TX
Victory Financial Group LLC assets under management
Victory Financial Group LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $1.3 billion in regulatory assets under management and employs 47 people.
Victory Financial Group LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Wayne Davidson Control | Member, Founder And Chairman | Over 75% | 2023 |
| Kyle Newt Wardlaw Control | Chief Compliance Officer And Presdient | Under 5% | 2023 |
Frequently asked questions
How much does Victory Financial Group LLC manage?
Victory Financial Group LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Victory Financial Group LLC have?
Victory Financial Group LLC reports 47 employees.
Where is Victory Financial Group LLC located?
Victory Financial Group LLC is based in Austin, TX and has been SEC-registered since 2023.
Does Victory Financial Group LLC disclose fund performance?
Victory Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730 |
| Phone | (512) 763-7671 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.34B▲ 95%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34B