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| Happy Holidays!! thanks for using AUM13F!! |
| Victoria Capital Management Inc
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| CRD # | 107665 |
| SEC # | 801-112588 |
| CIK # | |
| AUM | $273.1 M (2025-07-28) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 843-342-3044 |
| Address | 109 East Bay Street Charleston, SC 29401 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 5.4 |
| (b) Individuals (high net worth individuals) | 30 | 42.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 11.3 |
| (h) Charitable organizations | 1 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 9 | 210.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 122 | 273.1 |
| By Discretionary | ||
| Discretionary | 101 | 62.8 |
| Non-Discretionary | 21 | 210.3 |
| Total | 122 | 273.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 273.1 | |
| Total | 122 | 273.1 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Maryland State Retirement and Pension System |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prairiewood Capital LLC
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|
ND | 0.3 |
|
DKM Wealth Management Inc
✚
|
CA | 0.3 |
|
Christensen King & Associates Investment Services Inc
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WA | 0.3 |
|
Trace Wealth Advisors LLC
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|
0.3 | |
|
Robertson Investment Management
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|
TX | 0.3 |
|
First Financial Group Corporation
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|
NC | 0.3 |
|
Apricus Wealth LLC
✚
|
SC | 0.3 |
|
Peninsula Asset Management Inc
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|
FL | 0.3 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.3 |
|
Tucker Jr Douglas Ray
✚
|
AL | 0.3 |