SANTA MONICA, CACRD 154899Latest ADV March 30, 2026
Victus Capital Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Santa Monica, CA. Its latest Form ADV filing, dated March 30, 2026, reports $280M in regulatory assets under management, 4 employees, and 553 accounts.
Assets Under Management
$280M
Employees
4
Offices
--
Total Clients
188
Primary office
SANTA MONICA, CA
1327 OCEAN AVENUE, SUITE K, SANTA MONICA, CA, United States
Top client segmentHNWI represent 86.2% of total clients.
Top client categories% of clientsClients
1
HNWI
86.2%
162
2
Individuals
13.3%
25
3
Pension Plans
0.5%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$280Mas of March 30, 2026
Discretionary99.0%
$277M
99% of total RAUM99.0%
Non-discretionary1.0%
$3M
1% of total RAUM1.0%
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.
Total AUM$280M
Total Accounts553
10Y AUM Change+$108M (+62.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change-1 (-20.0%)
* 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.