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VICTORY FINANCIAL
VICTORY FINANCIAL GROUP LLC
CRD 324943 · SEC 801-127385
6500 RIVER PLACE BLVD., BLDG. 1, STE. 203, AUSTIN, TX, 78730, United States
Phone
(512) 763-7671
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
47 total employees; 47 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2577 | $581.3M |
| High net worth individuals | 360 | $738.0M |
| Charitable organizations | 39 | $4.4M |
| Corporations/business entities | 27 | $13.8M |
States served
AZ, CA, CO, GA, ID, IL, KS, LA, ME, MT, NV, NC, OR, SC, MO, TX, HI, FL
All web addresses on file
- https://www.steadfastwealthplanning.com/
- https://www.linkedin.com/company/victoryfinancialgroup
- https://www.viridian-wealth.com/
- https://www.retirementplanningfinancialadvisor.com/
- https://www.l5wealthplanning.com/
- https://capitalwise.com/
- https://www.victoryfinancialgroup.com/
- https://www.trustlovelimitless.com/
- https://www.kilmerfinancial.com/
Official SEC filing: View on IAPD