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VICTRIX INVESTMENT ADVISORS
VICTRIX INVESTMENT ADVISORS LLC
CRD 167517 · SEC 801-121443
823 SE OSCEOLA ST, STUART, FL, 34994, United States
Phone
772-320-9658
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$343.3M
Discretionary AUM
$341.5M
Team
7 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 342 | $113.4M |
| High net worth individuals | 93 | $224.6M |
| Pension/profit sharing plans | 7 | $3.5M |
| Corporations/business entities | 8 | $1.9M |
States served
CA, CO, GA, MD, NY, NC, SC, TN, UT, VA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/king-tide-advisors/
- https://www.facebook.com/KingTideAdvisors
- HTTP://WWW.VICTRIXINVESTMENTADVISORS.COM
- https://www.kingtideadvisors.com/
- https://www.chapmancapitaladvisors.com
- https://www.linkedin.com/company/victrix-investment-advisors
- https://www.yelp.com/biz/chapman-capital-advisors-stuart
- https://www.facebook.com/profile.php?id=61561278060869
- https://url.us.m.mimecastprotect.com/s/wjxIC68AxWfVrX7ocmiqS51gv-/
Official SEC filing: View on IAPD