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Victus Capital Wealth

Updated today

Client AUM

$277,234,359

Clients

187

Advisors

4

across 2 offices

About

Victus Capital Wealth works with individual and high‑net‑worth clients as well as trusts, pension plans, and business entities, providing comprehensive portfolio management and retirement plan consulting. The firm combines asset management with financial planning and may engage third‑party sub‑advisers for certain client accounts, where the sub‑adviser is typically engaged directly by the client.

The firm’s investment process blends fundamental, technical and cyclical analysis and can include long‑term, short‑term and trading strategies, as well as use of options, margin, short sales and allocations to private equity or private funds when appropriate. Portfolios are monitored and rebalanced regularly under the firm’s fiduciary standard, and retirement plan work includes development of investment policy statements, participant education and ongoing monitoring consistent with ERISA obligations.

A notable disclosure in the brochure is a recent amendment removing references to Kupono Capital, a pooled investment vehicle for which the principals previously served as general partners; the principals no longer serve in that capacity. That prior involvement with a pooled vehicle, together with the firm’s ongoing use of private funds and sub‑advisers and a relatively small four‑advisor team managing roughly $280 million for about 187 clients, distinguishes its background and service mix from many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Options & derivatives strategies Private / alternative investments

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Fee options

Percentage

$0 - $5,000,000: 1.25% $5,000,001 - $20,000,000: 1.00% $20,000,001+: 0.75%

Project-based

Main office

See office

1327 Ocean Avenue, Suite K

Santa Monica CA 90401

Advisors at this office

2

Most active in

California · Texas

Also doing business as

Cfmv Global Wealth Advisors, LLC · Cmv Global Wealth Advisors, LLC · Victus Capital Wealth · Victus Captial Wealth, 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

Robert J

Series 66

Santa Monica, CA

Victus Capital Wealth

Robert Jones is a financial advisor at Victus Capital Wealth with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley and Beverly Hills Wealth Management. Jones has been with Victus Capital Wealth since 2014. Victus Capital Wealth serves individual and high-net-worth clients, trusts, pension plans, and business entities by providing portfolio management and retirement plan consulting. The firm utilizes a blend of fundamental, technical, and cyclical analysis with various investment strategies and regularly monitors and rebalances client portfolios under a fiduciary standard.

Options & derivatives strategies Private / alternative investments
user avatar

Larry F

Series 63, Series 65

Los Angeles, CA

Victus Capital Wealth

Larry Fernandez is a financial advisor at Victus Capital Wealth with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as a general partner in a pooled investment vehicle focused on qualified opportunity zone real estate. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and referrals to third-party money managers. The firm employs a combination of fundamental and technical analysis across a range of strategies, managing assets both directly and through oversight of sub-advisors, with a distinctive role as sponsors of a pooled investment vehicle investing in opportunity zone real estate.

Options & derivatives strategies Private / alternative investments
user avatar

Darrach M

Series 66

Los Angeles, CA

Victus Capital Wealth

Darrach Mc Carthy is a financial advisor at Victus Capital Wealth with 23 years of industry experience. He holds a Series 66 designation and has been with Victus Capital Wealth since 2010. Outside of his advisory role, he serves as CFO and director of his wife’s public relations firm, Lucia Singer Public Relations, managing its books on a part-time basis. Victus Capital Wealth serves individuals, trusts, retirement plans, and corporate entities by providing portfolio management, retirement plan consulting, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and offers a range of investment strategies, including discretionary management and private equity allocations, while also sponsoring a pooled investment vehicle focused on qualified opportunity zone real estate.

Options & derivatives strategies Private / alternative investments
user avatar

Mary K

Series 63, Series 65

Santa Monica, CA

Victus Capital Wealth

Mary Kusnic is a financial advisor at Victus Capital Wealth with 27 years of industry experience. She has held her current role since 2012 and holds Series 63 and Series 65 licenses. Kusnic serves on the Board of Directors for the Century City Chamber of Commerce, a nonprofit organization. Victus Capital Wealth provides portfolio management and retirement plan consulting to individual and high-net-worth clients, trusts, pension plans, and business entities. The firm uses a blend of fundamental, technical, and cyclical analysis in its investment approach, combining long-term and trading strategies with options, margin, short sales, and private equity allocations when appropriate.

Options & derivatives strategies Private / alternative investments
View complete list of advisors at this firm
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