CRD: 167517
Victrix Investment Advisors
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- Custodian
- American Funds · Charles Schwab & Company · Nationwide
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2013
- Office Locations
- 4
Office Locations
About Victrix Investment Advisors
Victrix Investment Advisors is a comprehensive planning and wealth management firm focused on retirees and pre-retirees, as well as professionals such as healthcare providers and attorneys. The team builds personalized plans around goals and risk tolerance and manages portfolios using ETFs, mutual funds and fixed income, with an emphasis on communication and fee transparency. CFP/CFA/CPWA/AIF expertise is kept in-house (no outsourced planning or investment selection); custodies with Charles Schwab & Co.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM D THOMPSON IV
Chief Compliance Officer, Financial Advisor, Owner
- CRD
- #2913026
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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WILLIAM JAMES CHAPMAN
Investment Advisor
- CRD
- #2692298
Ross Helland Cutler
Advisor
- CRD
- #6643594
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $341,485,600 | $213,295 |
| Non-Discretionary | $1,855,562 | $265,080 |
| Total | $343,341,162 | $213,521 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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