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VICTORY CAPITAL MANAGEMENT INC.

SAN ANTONIO, TX · CRD 106189 · IAPD ↗ · pioneerinvestments.com · 877-660-4400

$282.71BRegulatory AUM
170Advisory reps
699Employees
9Clients
n/aPlanning clients
20Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

75
April 2026 — VICTORY CAPITAL MANAGEMENT INC. reported RAUM up 86% ($152.29B -> $282.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — VICTORY CAPITAL MANAGEMENT INC. grew from 135 to 170 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2026 — VICTORY CAPITAL MANAGEMENT INC. notice-filed in MT, ND, NM, PR, SD, VI, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — VICTORY CAPITAL MANAGEMENT INC. shrank from 162 to 135 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — VICTORY CAPITAL MANAGEMENT INC. added office(s): 10 -> 11 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.