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Victrix Investment Advisors

Updated today

Client AUM

$337,966,511

Clients

435

Advisors

8

across 3 offices

About

Victrix Investment Advisors provides investment advisory services to individual investors, trusts and retirement plan clients, offering discretionary and non‑discretionary asset management along with financial planning and retirement plan consulting. The firm operates on a fee‑only basis and manages roughly $343 million across several hundred client accounts.

The firm develops a Financial Profile and an Investment Plan tailored to each client and applies a mix of methods — including fundamental, technical and cyclical analysis — to implement long‑term and short‑term strategies, with periodic reviews and the option to deliver written financial plans via planning software. Victrix can act with discretionary authority, works with plan fiduciaries for retirement plan consulting, and may engage third‑party sub‑advisors through a Schwab TAMP to supplement its offerings.

Notably, Victrix uses derivatives and related strategies in separately managed accounts — including options trading and writing as well as short sales — and provides clients with risk disclosures and materials when these strategies are employed, a practice less common among comparable team firms. The firm also combines its in‑house advisory platform with access to external sub‑advisors through Schwab and permits certain representatives to offer insurance in approved outside business activities, arrangements the firm discloses as potential conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

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Fee options

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001+: 0.75%

Project-based

$250 per hour for financial planning and retirement plan consulting

Other

Fee-only: Fee-only investment advisory services

Main office

See office

823 SE Osceola St

Stuart FL 34994

Advisors at this office

6

Most active in

California · Colorado · Connecticut · Florida · Georgia · Maryland · New Hampshire · New York · North Carolina · Ohio · South Carolina · Tennessee · Texas · Utah · Virginia

Also doing business as

Chapman Capital Advisors · Fortrove Partners · King Tide Advisors · Park City Financial Planning Group · Thompson Iv, William Dean · Victrix Investment Advisors · Victrix Investment Advisors LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Bradley M

Series 63, Series 65

Stuart, FL

Victrix Investment Advisors

Bradley Molineux is a financial advisor at Victrix Investment Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL Financial, PNC Investments, and Merrill prior to joining Victrix. Outside of his advisory work, Molineux has a role with American Senior Health Services, a nonprofit related to senior health. Victrix Investment Advisors serves individual investors, trusts, and retirement plans, offering discretionary and non-discretionary asset management alongside financial planning and retirement consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor investment strategies and uses derivatives and options trading in separately managed accounts.

Options & derivatives strategies
user avatar

William C

CFP®, Series 63, Series 65

Stuart, FL

Victrix Investment Advisors

William Chapman is a CFP® with 21 years of industry experience currently serving at Victrix Investment Advisors. His prior roles include positions at Fogel Capital Management Inc., Great Lakes & Atlantic Wealth Management, and his own firm, Chapman Capital Advisors. From 2018 to 2021, he also worked in real estate. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a blend of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, managing approximately $343 million across several hundred client accounts.

Options & derivatives strategies
user avatar

William T

CFP®

Stuart, FL

Victrix Investment Advisors

William Thompson IV is a CFP® professional with 13 years of experience serving clients at Victrix Investment Advisors in Stuart, FL. He has been with Victrix since 2013. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering both discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a combination of fundamental, technical, and cyclical analysis to implement long- and short-term strategies and manages approximately $343 million across several hundred client accounts.

Options & derivatives strategies
user avatar

Ross C

CFP®

Stuart, FL

Victrix Investment Advisors

Ross Cutler is a CFP® professional with five years of industry experience. He is currently with Victrix Investment Advisors and has previously worked at King Tide Advisors LLC, Core Group Financial, LLC, and AAFMAA Wealth Management & Trust Company. Outside of his advisory role, Mr. Cutler is a passive investor with a 50% ownership in a daycare business in Stuart, FL. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients by providing discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a range of analytical methods to implement both long-term and short-term strategies and is noted for its use of derivatives and options strategies within separately managed accounts.

Options & derivatives strategies
user avatar

Jami M

Series 66

Stuart, FL

Victrix Investment Advisors

Jami McCree is a financial advisor at Victrix Investment Advisors with 15 years of industry experience. She holds the Series 66 designation and has worked at firms including Merrill Lynch, Bank of America, and Raymond James. Outside of advising, she is involved in scheduling services for a handyman business. Victrix Investment Advisors provides investment advisory services to individuals, trusts, and retirement plans, offering both discretionary and non-discretionary asset management alongside financial planning and retirement consulting. The firm employs a variety of analytical methods for customized investment strategies and utilizes derivatives and related strategies in certain accounts.

Options & derivatives strategies
user avatar

Young P

CFP®, Series 63, Series 65

Bethesda, MD

Victrix Investment Advisors

Young Park is a CFP® with 11 years of industry experience, currently serving as an advisor at Victrix Investment Advisors. His prior roles include positions at King Tide Advisors LLC, Aafmaa Wealth Management & Trust, Alexis Goines Agency Allstate, Fortera Credit Union, and Cuso Financial Services, LP. Park serves as Assistant Treasurer for the Military Order of the World Wars General George G. Meade Chapter. Victrix Investment Advisors provides investment advisory services to individual investors, trusts, and retirement plan clients, offering discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm employs a mix of fundamental, technical, and cyclical analysis to implement long- and short-term strategies, and uses derivatives and related strategies, including options trading and short sales, in separately managed accounts.

Options & derivatives strategies
user avatar

Kevin K

Series 66

Stuart, FL

Victrix Investment Advisors

Kevin Kennedy is a financial advisor at Victrix Investment Advisors with 12 years of industry experience. He holds the Series 66 designation and previously worked at Money Concepts. Outside of advising, Kevin acts professionally in stage and screen productions, hosts the "Mountain Money" radio show on KPCW, and owns a bee rental and hive maintenance business. Victrix Investment Advisors serves individual investors, trusts, and retirement plan clients, providing discretionary and non-discretionary asset management along with financial planning and retirement plan consulting. The firm applies a combination of fundamental, technical, and cyclical analysis in its investment strategies and uses derivatives and related techniques in separately managed accounts.

Options & derivatives strategies
user avatar

Christina D

Series 66

Mooresville, NC

Victrix Investment Advisors

Christina Dell'aquila is a financial advisor at Victrix Investment Advisors with two years of industry experience. She holds a Series 66 designation and has previously worked at firms including Wealth Advisors Trust Company and Lincoln Financial Advisors Corporation. Outside of her advisory role, she provides freelance pet sitting services through Rover. Victrix Investment Advisors offers investment advisory services to individuals, trusts, and retirement plan clients, managing approximately $343 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis to develop tailored financial profiles and investment plans, and it utilizes derivatives and related strategies in some separately managed accounts.

Options & derivatives strategies
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