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| Victrix Investment Advisors LLC
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| CRD # | 167517 |
| SEC # | 801-121443 |
| CIK # | 0002055229 |
| AUM | $261.4 M (2025-02-12) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 772-320-9658 |
| Address | 823 SE Osceola St Stuart, FL 34994 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002055229 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 13.6 | ||
| Microsoft Corp | 9.1 | ||
| Amazon Com Inc | 8.3 | ||
| Alphabet Inc | 8.1 | ||
| Apple Inc | 7.9 | ||
| Lockheed Martin Corp | 4.8 | ||
| Bank of America Corp /DE/ | 4.7 | ||
| 3M Co | 4.6 | ||
| Boeing Co | 4.5 | ||
| Cisco Systems Inc | 4.4 | ||
| Wal Mart Stores Inc | 4.1 | ||
| Facebook Inc | 4.1 | ||
| Home Depot Inc | 4.0 | ||
| VISA Inc | 4.0 | ||
| Schwab Charles Corp | 3.9 | ||
| Johnson & Johnson | 3.6 | ||
| Ace Ltd | 3.5 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Walt Disney Co | 3.0 | ||
| Texas Instruments Inc | 2.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 357 | 90.5 |
| (b) Individuals (high net worth individuals) | 78 | 167.3 |
| (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 | 6 | 2.6 |
| (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 | 4 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,366 | 261.4 |
| By Discretionary | ||
| Discretionary | 1,361 | 260.3 |
| Non-Discretionary | 5 | 1.1 |
| Total | 1,366 | 261.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.4 | |
| Total | 1,366 | 261.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055229] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
GFS Wealth Management Advisors Inc
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CT | 0.3 |
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Silver Oak Wealth Advisors Services LLC
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CA | 0.3 |
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Secura Financial LLC
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CA | 0.3 |
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Transition Financial Advisors Group Inc
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0.3 | |
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Alpha Solutions Investment Advisors LLC
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CA | 0.3 |
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Smith Asset Management Co LLC
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FL | 0.3 |
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The Ellerson Group Inc
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MD | 0.3 |
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J Hagan Capital Inc
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KY | 0.3 |
|
Calder Investment Advisors
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MI | 0.3 |
|
Birch Capital Management LLC
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0.3 |