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Brian Kenneth Groover

15 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
64 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

VCM generally charges an annual fee based on the assets they manage. The exact percentage depends on the specific investment strategy and the size of your account. Fees may be negotiable in certain circumstances, and accounts within a family or business relationship may be aggregated for fee purposes. VCM may impose minimum account sizes and minimum annual fees. Fees may be waived or reduced for affiliates or employees of VCM.

Areas of Practice
Investment Management
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Advisor Information

Office location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brian is a minority owner in Groover Ventures LLC and assists with social media and miscellaneous tasks. This requires about 10-20% of his time and is not investment related.

Employment History
Current Registrations
Victory Capital Management INC.
December 2023 - Present · 2 yrs 1 mo
Victory Capital Services, INC.Broker
December 2023 - Present · 2 yrs 1 mo
Previous Registrations
Park Avenue Securities LLC Broker
November 2022 - November 2023 · 1 yr
Park Avenue Securities LLC
November 2022 - November 2023 · 1 yr
Equity Services, INC. Broker
November 2021 - November 2022 · 1 yr
Esi Financial Advisors
November 2021 - November 2022 · 1 yr
Allstate Financial Services, LLCBroker
March 2016 - October 2021 · 5 yrs 7 mos
Allstate Financial Advisors, LLC
March 2016 - October 2021 · 5 yrs 7 mos
MML Investors Services, LLC
August 2014 - February 2016 · 1 yr 6 mos
MML Investors Services, LLC Broker
July 2014 - February 2016 · 1 yr 7 mos
Thrivent Investment Management INC.
June 2012 - July 2014 · 2 yrs 1 mo
Thrivent Investment Management INC. Broker
March 2012 - July 2014 · 2 yrs 4 mos
Nylife Securities LLCBroker
January 2010 - March 2012 · 2 yrs 2 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Kenneth Groover - Financial Advisor | AdvisorDiscover