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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-24-2023
- Office Locations
- 24
Office Locations
About Victory Financial
Victory Financial Group is an advisor-first independent RIA platform built to help financial advisors run and grow truly independent practices. The firm provides compliance, technology integration, and billing support while enabling advisor client/data ownership and open-architecture investment and insurance solutions with no proprietary product restrictions. Not private-equity influenced.
Reported data analysis
What the numbers show
Between December 18, 2025 and July 9, 2026, reported AUM increased 94.5%, from $687.6M to $1.3B.
Across 4 reported observations, AUM increased 834.2% between September 8, 2023 and July 9, 2026, from $143.2M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 47 advisory representatives and 3,003 clients, or 63.9 clients per representative. That equates to $445.4K in reported AUM per client.
The profile lists 24 reported office locations and 3 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
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The full Victory Financial record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY WAYNE DAVIDSON
Advisor, Chairman, FOUNDER
- CRD
- #4585780
- Ownership
- 75% or more
KYLE WARDLAW
Chief Compliance Officer, President
- CRD
- #5493299
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KEVIN WILLIAM ADAMS
Senior Advisor
- CRD
- #6202919
Robert Paul Barre
Senior Advisor
- CRD
- #7124156
Showing 2 of 56 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,337,530,512 | $196,551 |
| Non-Discretionary | $0 | -- |
| Total | $1,337,530,512 | $196,551 |
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Separately Managed Accounts
SMA allocation detail is available
Victory Financial has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Victory Financial's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.