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| Victory Financial Group LLC
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|---|---|
| CRD # | 324943 |
| SEC # | 801-127385 |
| CIK # | 0002011333, 0001895992 |
| AUM | 1,337.5 M (2026-06-10) |
| Employees | 47 (100% Investors, 38% Brokers) |
| Phone | 512-763-7671 |
| Address | 6500 River Place Blvd Austin, TX 78730 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 18.8 | ||
| Apple Inc | 14.6 | ||
| Global MOFY Metaverse Ltd | 10.4 | ||
| Microsoft Corp | 6.8 | ||
| Amazon Com Inc | 6.0 | ||
| Alphabet Inc | 5.9 | ||
| Tesla Motors Inc | 5.7 | ||
| Broadcom Inc | 5.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,577 | 581.3 |
| (b) Individuals (high net worth individuals) | 360 | 738.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 39 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (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 | 27 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 6,805 | 1,337.5 |
| By Discretionary | ||
| Discretionary | 6,805 | 1,337.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6,805 | 1,337.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,337.5 | |
| Total | 6,805 | 1,337.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001895992] | |
| 13F-HR | [0002011333] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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