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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-24-2023
- Office Locations
- 21
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEFFREY WAYNE DAVIDSON
Advisor, Chairman, FOUNDER
- CRD
- #4585780
- Ownership
- 75% or more
KYLE WARDLAW
Chief Compliance Officer
- 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 49 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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