Victrix Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Stuart, FL. Its latest Form ADV filing, dated March 24, 2026, reports $343M in regulatory assets under management, 7 employees, 3 offices, and 1,608 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.0% of total clients.
Top client categories% of clientsClients
1
Individuals
76.0%
342
2
HNWI
20.7%
93
3
Corporations
1.8%
8
4
Pension Plans
1.6%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$343Mas of March 24, 2026
Discretionary99.5%
$341M
99% of total RAUM99.5%
Non-discretionary0.5%
$2M
1% of total RAUM0.5%
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$343M
Total Accounts1,608
10Y AUM Change+$241M (+236.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee64:1
10Y Employee Change+3 (+75.0%)
* 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.