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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-2010
- Office Locations
- 2
Office Locations
About Victus Capital Wealth
Victus Capital Wealth is a Santa Monica-based RIA providing goals-based financial planning and portfolio management for busy professionals and entrepreneurs. The firm emphasizes simple, transparent advice, prudent long-term investing, and low-cost, tax-efficient implementation (including tax-loss harvesting), coordinating with clients’ CPAs and estate attorneys as needed. Portfolios are ETF- and index-oriented and typically custodied at Charles Schwab. Co-founder Darrach McCarthy also teaches “Money 101” at UCLA Extension.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LARRY CRAIG FERNANDEZ
Chief Compliance Officer, Managing Member, Partner
- CRD
- #2877885
- Ownership
- 25% but less than 50%
DARRACH ANTHONY MARY MC CARTHY
Managing Member, Managing Partner
- CRD
- #4139232
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ROBERT HENRY JONES
Wealth Manager
- CRD
- #3111524
MARY CATHERINE KUSNIC
Investment Advisor
- CRD
- #2679199
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,234,359 | $502,236 |
| Non-Discretionary | $2,831,823 | $2,831,823 |
| Total | $280,066,182 | $506,449 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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