Victrix Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
$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%
$250 per hour for financial planning and retirement plan consulting
Fee-only: Fee-only investment advisory services
Main office
See office823 SE Osceola St
Stuart FL 34994
Advisors at this office
6
Offices (3)
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
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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