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VICTRIX INVESTMENT ADVISORS

STUART, FL · CRD 167517 · IAPD ↗ · 772-320-9658

$343.3MRegulatory AUM
7Advisory reps
7Employees
4Clients
1-10Planning clients
0Private funds
14States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — VICTRIX INVESTMENT ADVISORS notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — VICTRIX INVESTMENT ADVISORS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
March 2025 — VICTRIX INVESTMENT ADVISORS reported RAUM up 45% ($180.6M -> $261.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
October 2024 — VICTRIX INVESTMENT ADVISORS notice-filed in CA, CO, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
February 2024 — VICTRIX INVESTMENT ADVISORS reported RAUM up 65% ($109.2M -> $180.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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