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
Loading...

Advisor Information

Office location

15935 La Cantera Pkwy, San Antonio, TX, 78256

Get directions
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.

Learn about disclosures →
Employment History
Current Registrations
Victory Capital Services, INC.Broker
January 2024 - Present · 2 yrs
Victory Capital Management INC.
January 2024 - Present · 2 yrs
Previous Registrations
American Funds Distributors, INC.
June 2020 - September 2023 · 3 yrs 3 mos
American Funds Distributors, INC. Broker
April 2020 - September 2023 · 3 yrs 5 mos
Pacer Financial, INC.Broker
March 2019 - January 2020 · 10 mos
State Registrations7 states
ALGAMSNCSCTXVA
AdvisorBroker
Exams
No exam information available for this advisor.