← Back to searchVisit website
VICTORIA CAPITAL MANAGEMENT, INC.
CRD 107665 · SEC 801-112588
109 EAST BAY STREET, #1E, CHARLESTON, SC, 29401-2549, United States
Phone
843-342-3044
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$61.2M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11 | $2.9M |
| High net worth individuals | 24 | $42.8M |
| Pension/profit sharing plans | 3 | $12.3M |
| Charitable organizations | 1 | $3.2M |
| Other investment advisers | 8 | $244.3M |
States served
CA, SC, WY
All web addresses on file
Official SEC filing: View on IAPD