Victory Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Victory Asset Management reports 364 clients. They include 338 individual clients, 13 high-net-worth individuals, and 13 pension and profit-sharing plans. Of its assets, 100.0% ($102M across 363 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 93% | 41% |
| High-net-worth individuals | 4% | 21% |
| Pension and profit-sharing plans | 4% | 38% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 338 | $42.3M | 41.3% | $125K |
| High-net-worth individuals | 13 | $21.1M | 20.6% | $1.63M |
| Pension and profit-sharing plans | 13 | $39M | 38.1% | $3M |
| Total | 364 | $102M | 100% | $281K |
- Clients
- 338
- Regulatory AUM
- $42.3M
- AUM share
- 41.3%
- Avg. per client
- $125K
- Clients
- 13
- Regulatory AUM
- $21.1M
- AUM share
- 20.6%
- Avg. per client
- $1.63M
- Clients
- 13
- Regulatory AUM
- $39M
- AUM share
- 38.1%
- Avg. per client
- $3M
Total
- Clients
- 364
- Regulatory AUM
- $102M
- AUM share
- 100%
- Avg. per client
- $281K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Victory Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee from $500 to $5,000, with half of the quoted fee due on signing.
- Hourly Planning Engagements
- Limited planning work is billed hourly at $75 to $250 per hour, in 10-minute increments.
Ashley Rosser owns 75% or more of Victory Asset Management. The leadership team of Victory Asset Management includes President Ashley Rosser. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 broker-dealer rep
- 2 insurance agents
- Owns 75% or more of Victory Asset Management Co., Inc.
Ashley Rosser
Control person · since February 2009
Victory Asset Management’s regulatory assets fell from $116M (March 2021) to $102M (March 2026); clients fell from 613 to 364 and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $102M | 364 | 5 | 2 |
| Mar 2025March 2025 | $103M | 271 | 7 | 1 |
| Mar 2024March 2024 | $119M | 290 | 6 | 1 |
| Apr 2023April 2023 | $122M | 392 | 6 | 1 |
| Mar 2022March 2022 | $109M | 643 | 4 | 2 |
| Mar 2021March 2021 | $116M | 613 | 4 | 2 |
Besides its headquarters, Victory Asset Management has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
New Jersey · 1 listed address
- 53 North Main Street, Mullica HillHQ
Contact and registration details
- Legal name
- Victory Asset Management Co., Inc.
- Headquarters
- 53 North Main Street, Mullica Hill, NJ 08062
- Website
- victorywealthpartners.com
- Phone
- 856-464-3100
- SEC file
- 801-36836
- Structure
- New Jersey corporation
- Fiscal year end
- December
Victory Asset Management’s named custodian for separately managed accounts is Lincoln Financial Distributors ($63.4M). Victory Asset Management does not have custody of client assets.
- Lincoln Financial DistributorsLincoln Financial Distributors, Inc. · Radnor, PA · $63.4M100%
At year end, Victory Asset Management’s separately managed accounts were largely in funds (39%).
What the accounts hold
- Funds39%
- Cash5%
- Other56%
- Fee based variable annuities with mutual fund sub accounts56%
How many clients does Victory Asset Management have?
Victory Asset Management has 364 clients and manages $102 million for them, as of March 2026. They include 338 individual clients, 13 high-net-worth individuals, and 13 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Victory Asset Management offer?
Victory Asset Management provides portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Victory Asset Management use?
Victory Asset Management’s separately managed account assets are held at Lincoln Financial Distributors, Inc. (Radnor, PA), with $63.4M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Victory Asset Management have?
Victory Asset Management has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Victory Asset Management invest in?
At the end of its last fiscal year, Victory Asset Management’s separately managed accounts held 56% other, 39% registered funds (mutual funds, ETFs, BDCs) and 5% cash and equivalents. The 56% other category is described as: Fee Based Variable Annuities With Mutual Fund Sub Accounts.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Victory Asset Management?
Victory Asset Management’s direct owner is Ashley Rosser (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Victory Asset Management get paid?
Victory Asset Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Victory Asset Management?
Victory Asset Management’s main office is at 53 North Main Street, Mullica Hill, NJ 08062. Its phone number is 856-464-3100. Its website is victorywealthpartners.com.
