PPrivate Fund Data Log in Join · $37/mo

Victory Financial Group LLC

● SEC registered since 2023CRD 324943SEC# 801-127385Austin, TX
Export (members)
Reg. AUM
$687.6M
Employees
39
Accounts
4,210
Location
Austin, TX

Victory Financial Group LLC assets under management

Victory Financial Group LLC is a registered investment adviser overseen by the SEC based in Austin, TX. The firm has been registered since 2023. It reports $687.6 million in regulatory assets under management and employs 39 people.
www.steadfastwealthplanning.comView on SEC.gov ↗

Victory Financial Group LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey Wayne Davidson ControlMember, Founder And ChairmanOver 75%2023
Kyle Newt Wardlaw ControlChief Compliance Officer And PresdientUnder 5%2023

Frequently asked questions

How much does Victory Financial Group LLC manage?

Victory Financial Group LLC reports $687.6 million in regulatory assets under management on its Form ADV.

How many employees does Victory Financial Group LLC have?

Victory Financial Group LLC reports 39 employees.

Where is Victory Financial Group LLC located?

Victory Financial Group LLC is based in Austin, TX and has been SEC-registered since 2023.

Does Victory Financial Group LLC disclose fund performance?

Victory Financial Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6500 River Place Blvd., Bldg. 1, Ste. 203, Austin, TX 78730
Phone(512) 763-7671
Office hours9a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$687.6M
Non-discretionary$0
Total (RAUM)$687.6M