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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Employment History
Current Registrations
Victory Capital Management INC.
July 2022 - Present · 3 yrs 6 mos
Victory Capital Services, INC.Broker
June 2022 - Present · 3 yrs 7 mos
Previous Registrations
Amundi Distributor Us, INC.Broker
March 2025 - August 2025 · 5 mos
H & L Equities, LLCBroker
April 2018 - June 2022 · 4 yrs 2 mos
Primerica Advisors
March 2012 - May 2018 · 6 yrs 2 mos
PFS Investments INC. Broker
November 2011 - May 2018 · 6 yrs 6 mos
State Registrations1 state
TX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.