Victrix Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Victrix Investment Advisors reports 450 clients. They include 342 individual clients, 93 high-net-worth individuals, and 8 corporations and other businesses. Of its assets, 99.5% ($341M across 1,601 accounts) are managed with discretion; $1.86M across 7 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 33% |
| High-net-worth individuals | 21% | 65% |
| Pension and profit-sharing plans | 2% | 1% |
| Corporations and other businesses | 2% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 342 | $113M | 33.0% | $332K |
| High-net-worth individuals | 93 | $225M | 65.4% | $2.41M |
| Pension and profit-sharing plans | 7 | $3.51M | 1.0% | $501K |
| Corporations and other businesses | 8 | $1.87M | 0.5% | $234K |
| Total | 450 | $343M | 100% | $763K |
- Clients
- 342
- Regulatory AUM
- $113M
- AUM share
- 33.0%
- Avg. per client
- $332K
- Clients
- 93
- Regulatory AUM
- $225M
- AUM share
- 65.4%
- Avg. per client
- $2.41M
- Clients
- 7
- Regulatory AUM
- $3.51M
- AUM share
- 1.0%
- Avg. per client
- $501K
- Clients
- 8
- Regulatory AUM
- $1.87M
- AUM share
- 0.5%
- Avg. per client
- $234K
Total
- Clients
- 450
- Regulatory AUM
- $343M
- AUM share
- 100%
- Avg. per client
- $763K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Victrix Investment Advisors charges 0.75%–1.50% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M–$2.5M | 1.00% |
| $2.5M and above | 0.75% |
Fee details and sources
Other fees
- Financial Planning and Retirement Plan Consulting
- Financial planning and retirement plan consulting is billed at an hourly rate of $250, with an estimated plan fee given before planning begins.
William Thompson owns 75% or more of Victrix Investment Advisors. The leadership team of Victrix Investment Advisors includes Chief Compliance Officer William Thompson. It has 7 employees.
Leadership
- William ThompsonOwner and Chief Compliance Officer
Investment adviser representatives
8 representatives listed in the SEC register as of 9 October 2026.
- William James Chapman
- Ross Helland Cutler
- Christina Mary Dell'Aquila
- Kevin Donald Kennedy
- Jami Lee McCree
- Bradley Molineux
- Young Soo Park
- William D Thompson IV
Staff
- 7 employees
- 7 in advisory functions
- 7 state-registered reps
- Owns 75% or more of Victrix Investment Advisors LLC
William Thompson
Control person · since March 2013
Victrix Investment Advisors’ regulatory assets grew 3.4× from $102M (July 2021) to $343M (August 2026); clients rose from 231 to 450 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $343M | 450 | 7 | 4 |
| February 2025 | $261M | 445 | 6 | 3 |
| January 2024 | $181M | 356 | 6 | 3 |
| March 2023 | $109M | 278 | 6 | 4 |
| July 2022 | $126M | 265 | 4 | 3 |
| July 2021 | $102M | 231 | 4 | 3 |
Besides its headquarters, Victrix Investment Advisors has 3 offices (2 private residences, listed without an address), with 2 listed addresses in Florida and Utah.
Florida · 1 listed address
- 823 Se Osceola St, StuartHQ
Utah · 1 listed address
- 6300 N. Sagewood DR., Park City
Other business names
Victrix Investment Advisors has reported 2 other business names to the SEC.
- Chapman Capital Advisors
- King Tide Advisors
Contact and registration details
- Legal name
- Victrix Investment Advisors LLC
- Headquarters
- 823 Se Osceola St, Stuart, FL 34994
- Phone
- 772-320-9658
- @victrix-investment-advisors
- SEC file
- 801-121443
- Founded
- 2013
- Structure
- Florida LLC
- Fiscal year end
- December
Victrix Investment Advisors uses Charles Schwab ($337M) as custodian for its separately managed accounts. Victrix Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. Advisor Services · Westlake, TX · $337M100%
At year end, Victrix Investment Advisors’ separately managed accounts were mostly in stocks (66%) and funds (31%). Its reported 13F holdings for the quarter ended 30 June 2026 total $239M across 75 positions; the largest are Alphabet Inc. (6.6%), Nvidia Corporation (6.5%) and Apple Inc. (5.0%).
What the accounts hold
- Stocks66%
- Funds31%
- Bonds2%
- Cash1%
Reported 13F holdings
- $239M
- Reported 13F value
- 75
- Positions
- 45.0%
- In the 10 largest
- −13.4%
- Value vs. prior quarter
- Alphabet Inc. · Cap Stk CL A6.6%
- Nvidia Corporation6.5%
- Apple Inc.5.0%
- Amazon Com Inc.4.5%
- Berkshire Hathaway Inc. Del · CL B New4.4%
- Microsoft Corp.4.3%
- Unitedhealth Group Inc.4.1%
- Cisco Sys Inc.3.4%
- Intel Corp.3.2%
- Johnson & Johnson3.0%
Together, the ten largest are 45.0% of reported value.
How many clients does Victrix Investment Advisors have?
Victrix Investment Advisors has 450 clients and manages $343 million for them, as of August 2026. They include 342 individual clients, 93 high-net-worth individuals, and 8 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 August 2026
What services does Victrix Investment Advisors offer?
Victrix Investment Advisors provides financial planning, portfolio management for individuals and small businesses, pension consulting, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Victrix Investment Advisors charge?
Victrix Investment Advisors charges 0.75%–1.50% a year for its Asset Management. The whole portfolio is charged at the rate of its band. The fee is billed in advance and is negotiable.
Which custodians does Victrix Investment Advisors use?
Victrix Investment Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. Advisor Services (Westlake, TX), with $337M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 August 2026
How many financial advisors does Victrix Investment Advisors have?
Victrix Investment Advisors has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Victrix Investment Advisors invest in?
At the end of its last fiscal year, Victrix Investment Advisors’ separately managed accounts held 66% exchange-traded equities, 31% registered funds (mutual funds, ETFs, BDCs), 2% U.S. government and agency bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Victrix Investment Advisors?
Victrix Investment Advisors’ direct owner is William Thompson (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 28 August 2026
How does Victrix Investment Advisors get paid?
Victrix Investment Advisors is paid through a percentage of assets under management and hourly charges. 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 Victrix Investment Advisors?
Victrix Investment Advisors’ main office is at 823 Se Osceola St, Stuart, FL 34994. Its phone number is 772-320-9658. Its website is victrixinvestmentadvisors.com.