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- Custodian
- State Street · UBS · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-18-2005
- Office Locations
- 8
Office Locations
About Westend Advisors, LLC
WestEnd Advisors, a Victory Capital investment franchise, is an institutional RIA focused on active, high-conviction macro-driven equity and multi-asset strategies. Using disciplined analysis of 200+ global and domestic indicators, the team makes data-led sector, regional, and security allocation decisions. Offerings include U.S. sector and sector index (direct indexing), global equity, and balanced/conservative portfolios with fixed income.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JAMES WALTER COX IV
Chief Compliance Officer, Financial Advisor, First Vice President
- CRD
- #3025567
- Ownership
- Less than 5%
EDMUND NELSON DURDEN
Advisor, Chief Investment Strategist
- CRD
- #5273589
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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ANNA F BROWN
Investment Advisor
- CRD
- #2904287
Brian William Bzik
Financial Advisor, General Partner
- CRD
- #6760966
Showing 2 of 20 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,868,015,699 | $450,233 |
| Non-Discretionary | $0 | -- |
| Total | $1,868,015,699 | $450,233 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | 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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