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VICTORY FINANCIAL

AUSTIN, TX · CRD 324943 · IAPD ↗ · steadfastwealthplanning.com · (512) 763-7671

$1.34BRegulatory AUM
47Advisory reps
47Employees
0Clients
0Planning clients
0Private funds
18States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
July 2026 — VICTORY FINANCIAL added office(s): 31 -> 32 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — VICTORY FINANCIAL added office(s): 25 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
83
April 2026 — VICTORY FINANCIAL grew from 34 to 47 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
April 2026 — VICTORY FINANCIAL crossed $1B in regulatory AUM ($687.6M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
28
March 2026 — VICTORY FINANCIAL changed its website from l5wealthplanning.com to steadfastwealthplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
March 2026 — VICTORY FINANCIAL notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
January 2026 — VICTORY FINANCIAL notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2026 — VICTORY FINANCIAL added office(s): 24 -> 25 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — VICTORY FINANCIAL notice-filed in AZ, CO, FL, GA, ID, LA, ME, MO, MT, NC, NV, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2025 — VICTORY FINANCIAL changed its website from victoryfinancialgroup.com to l5wealthplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2025 — VICTORY FINANCIAL's Item 11 disclosure-reporting entries rose by 6 (0 -> 6).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
53
February 2025 — VICTORY FINANCIAL added office(s): 6 -> 24 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2025 — VICTORY FINANCIAL crossed $500M in regulatory AUM ($288.8M -> $687.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
83
February 2025 — VICTORY FINANCIAL grew from 12 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
December 2024 — VICTORY FINANCIAL notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
June 2024 — VICTORY FINANCIAL notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — VICTORY FINANCIAL added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2024 — VICTORY FINANCIAL notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
May 2024 — VICTORY FINANCIAL added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — VICTORY FINANCIAL reported RAUM up 102% ($143.2M -> $288.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
79
April 2024 — VICTORY FINANCIAL grew from 1 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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