Victory Financial Group Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 324943
· SEC file 801-127385
· Austin, TX
· www.victoryfinancialgroup.com
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ADV data as of Jul 09, 2026
- Regulatory AUM
- $1.3B
- Discretionary
- $1.3B
- Clients
- 3,003
- Avg AUM / client
- $445K
- Accounts
- 6,805
- Employees
- 47
AUM over time
$0
$1.3B
Jan 26, 2023
Jul 9, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,577 | $581M | 43.5% |
| High net worth individuals | 360 | $738M | 55.2% |
| Charitable organizations | 39 | $4.4M | 0.33% |
| Corporations and other businesses | 27 | $13.8M | 1.03% |
People (48)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Wayne Davidson | Member, Founder And Chairman | Jan 2023 (4y) | 75% or more | |
| Kyle Wardlaw | Chief Compliance Officer And Presdient | May 2023 (3y) | Less than 5% | |
| William Nichols | Registered representative | Apr 2023 (3y) | ||
| Christopher Ronald Wells | Registered representative | CFP | Apr 2023 (3y) | |
| Paul Michael Schappert | Registered representative | May 2023 (3y) | ||
| John Andrew William Szugyi | Registered representative | Aug 2023 (3y) | ||
| Andrew Philip Warren | Registered representative | Aug 2023 (3y) | ||
| Connor James Greenberg | Registered representative | Aug 2023 (3y) | ||
| Peter Merrill Warren | Registered representative | Aug 2023 (3y) | ||
| Zachary Bruce Treu | Registered representative | Aug 2023 (3y) | ||
| Daniel Charles Paschke | Registered representative | Aug 2023 (3y) | ||
| Doyle Rodney Tracer | Registered representative | Aug 2023 (3y) | ||
| Phillip John Flores | Registered representative | Feb 2024 (2y) | ||
| Robert Paul Barre | Registered representative | Feb 2024 (2y) | ||
| Colton Trent Larue | Registered representative | CFP | Apr 2024 (2y) | |
| Dillon Wesley Farrell | Registered representative | Apr 2024 (2y) | ||
| Dalyn Adonis Love | Registered representative | Apr 2024 (2y) | ||
| Jeffrey Lewis Sadino | Registered representative | Apr 2024 (2y) | ||
| Kenneth Shotsberger | Registered representative | Jun 2024 (2y) | ||
| Ryan Michael Brown | Registered representative | Jun 2024 (2y) | ||
| Anita Tierra Niefeldt | Registered representative | CFP | Sep 2024 (2y) | |
| Andrew James Creme | Registered representative | CFP | Oct 2024 (2y) | |
| Christopher M. Kilmer | Registered representative | Oct 2024 (2y) | ||
| Cody W Stansell | Registered representative | CFP | Oct 2024 (2y) | |
| Nathaniel Todd Davis | Registered representative | Oct 2024 (2y) | ||
| Benedict Heeboem Lee | Registered representative | CFP | Oct 2024 (2y) | |
| Jeremy Tung | Registered representative | Oct 2024 (2y) | ||
| Reid Joseph Limegrover | Registered representative | Oct 2024 (2y) | ||
| Brian Christopher Eckhoff | Registered representative | Dec 2024 (2y) | ||
| Ryan Christopher Wells | Registered representative | Dec 2024 (2y) | ||
| Ryan Charles Oujesky | Registered representative | Dec 2024 (2y) | ||
| Stephen Randall Johnson | Registered representative | Dec 2024 (2y) | ||
| Fernando Perez | Registered representative | Jan 2025 (2y) | ||
| Justin Michael Smith | Registered representative | Jan 2025 (2y) | ||
| Thomas Hilton Ivey | Registered representative | Mar 2025 (1y) | ||
| Cade Dillon Mcdonald | Registered representative | Sep 2025 (1y) | ||
| Todd Marshall Dickinson | Registered representative | Sep 2025 (1y) | ||
| Adam Joseph Hartz | Registered representative | Sep 2025 (1y) | ||
| William Thomas Stiles | Registered representative | CFA | Sep 2025 (1y) | |
| Christopher Gleason | Registered representative | Nov 2025 (1y) | ||
| Kevin William Adams | Registered representative | Dec 2025 (1y) | ||
| Juan Jaime Soza | Registered representative | Dec 2025 (1y) | ||
| Lucas Daniel Staub | Registered representative | Jan 2026 (1y) | ||
| Greer Thomas Kollman | Registered representative | Feb 2026 (1y) | ||
| Carson James Stear | Registered representative | Feb 2026 (1y) | ||
| Charles M. Munsell | Registered representative | Mar 2026 (0y) | ||
| Robert Lane Dahse | Registered representative | CFP | Mar 2026 (0y) | |
| Johnathan James Blumeyer | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/09/2026 | 1.39 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (90% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 09, 2026.
View current Form ADV (SEC/IAPD) ↗