|
⚲
|
| Keyboard |
| Victrix Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 167517 |
| SEC # | 801-121443 |
| CIK # | 0002055229 |
| AUM | 343.3 M (2026-03-24) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 772-320-9658 |
| Address | 823 SE Osceola St Stuart, FL 34994 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055229 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 15.7 | ||
| Nvidia Corp | 15.5 | ||
| Apple Inc | 11.9 | ||
| Amazon Com Inc | 10.7 | ||
| Microsoft Corp | 10.3 | ||
| UnitedHealth Group Inc | 9.7 | ||
| Cisco Systems Inc | 8.2 | ||
| Intel Corp | 7.6 | ||
| Johnson & Johnson | 7.1 | ||
| Lockheed Martin Corp | 7.1 | ||
| 3M Co | 5.9 | ||
| Caterpillar Inc | 5.7 | ||
| Boeing Co | 5.5 | ||
| Visa Inc | 5.5 | ||
| Facebook Inc | 5.4 | ||
| Home Depot Inc | 5.3 | ||
| Wal Mart Stores Inc | 5.3 | ||
| Bank of America Corp /DE/ | 5.2 | ||
| ASML Holding NV | 4.9 | ||
| Texas Instruments Inc | 4.6 | ||
| Ace Ltd | 4.5 | ||
| Schwab Charles Corp | 4.4 | ||
| J P Morgan Chase & Co | 4.4 | ||
| Merck & Co Inc | 3.5 | ||
| Regeneron Pharmaceuticals Inc | 3.0 | ||
| General Electric Co | 2.9 | ||
| Walt Disney Co | 2.9 | ||
| AbbVie Inc | 2.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 2.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 342 | 113.4 |
| (b) Individuals (high net worth individuals) | 93 | 224.6 |
| (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 | 7 | 3.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 8 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,608 | 343.3 |
| By Discretionary | ||
| Discretionary | 1,601 | 341.5 |
| Non-Discretionary | 7 | 1.9 |
| Total | 1,608 | 343.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 343.3 | |
| Total | 1,608 | 343.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055229] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crescent Advisor Group Inc
✚
|
TX | 344.4 M |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 344.1 M |
|
Kellett Wealth Advisors LLC
✚
|
OH | 344.0 M |
|
Pachira Investments Inc
✚
|
CA | 343.9 M |
|
Bourne Lent Asset Management Inc
✚
|
NY | 343.9 M |
|
M Group Investment Advisor LLC
✚
|
343.5 M | |
|
Vertrix Wealth Management LLC
✚
|
MI | 343.2 M |
|
Martha's Vineyard Investment Advisors LLC
✚
|
MA | 342.9 M |
|
Ballast Financial Advisors LLC
✚
|
PA | 342.6 M |
|
MBA Advisors LLC
✚
|
PA | 342.6 M |