Victory Capital Management Inc. is a large advisory firm based in San Antonio. It manages $145.56 billion of regulatory assets for 2,016 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 40 other states.
Victory Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and model portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Victory Capital Management Inc. is $145.56 billion. The firm's AUM has grown by 95% since the beginning of its operation, and $2.53 billion of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Victory Capital Management Inc. for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, insurance companies, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, banking or thrift institutions, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Robert Thomas Clutterbuck is investment companies with 15 clients and $127.96 billion of assets under management. Among the 8 most similar advisory firms, Victory Capital Management has the 2nd highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $145.56 billion for 2,016 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Victory Capital Management doesn't advise any private funds.
The company employs 377 people that are either part- or full-time employees. 42 percent of the employees work as investment advisers or researchers. 59 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Robert Thomas Clutterbuck has been acting as President since 1 Aug 1999. Terence Francis Sullivan joined the executive team most recently as the Chief Financial Officer, Director.
The principal office where Victory Capital Management Inc. performs its advisory services is located at 9800 Fredericksburg Road, San Antonio, TX 78288 0227, which is also the mailing address of the firm. An additional office of the firm is in Cincinnati, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 877-660-4400 or by fax 216-898-2577. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at victoryfunds.com.