Victoria Capital Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Charleston, SC. Its latest Form ADV filing, dated March 26, 2026, reports $306M in regulatory assets under management, 3 employees, and 89 accounts.
Assets Under Management
$306M
Employees
3
Offices
--
Total Clients
47
Primary office
CHARLESTON, SC
109 EAST BAY STREET, #1E, CHARLESTON, SC, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.1% of total clients.
Top client categories% of clientsClients
1
HNWI
51.1%
24
2
Individuals
23.4%
11
3
Other Advisers
17.0%
8
4
Pension Plans
6.4%
3
5
Charitable
2.1%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of March 26, 2026
Discretionary20.0%
$61M
20% of total RAUM20.0%
Non-discretionary80.0%
$244M
80% of total RAUM80.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$306M
Total Accounts89
10Y AUM Change+$178M (+138.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee16:1
10Y Employee Change-1 (-25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.