Victory Capital Management Inc.

Victory Capital Management Inc. (CRD# 106189) is a financial advisory firm headquartered in Brooklyn, OH. They manage $33,000,686,059 in 2,904 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    33,001
    MILLION
  • Total Number of Accounts
    2,904
    ACCOUNTS
  • Average Account Value
    $11,363,873
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Victory Capital Management Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Kurt K. Blanz
CRD#: 2282455
San Francisco, CA
93
Wealthminder
score

Kurt Blanz (CRD# 2282455) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Francisco, CA and has over 15 years of experience in the finance industry.

2
James E. Fagan
CRD#: 2811580
Troy, MI
93
Wealthminder
score

James Fagan (CRD# 2811580) is an Investment Advisor Representative working at Victory Capital Management Inc. in Troy, MI and has over 20 years of experience in the finance industry.

3
Gary S. Goska
CRD#: 4980131
Wauwatosa, WI
93
Wealthminder
score

Gary Goska (CRD# 4980131) is an Investment Advisor Representative working at Victory Capital Management Inc. in Wauwatosa, WI and has over 12 years of experience in the finance industry.

4
Garrett W. Kelley
CRD#: 2499725
Manhattan Beach, CA
93
Wealthminder
score

Garrett Kelley (CRD# 2499725) is an Investment Advisor Representative working at Victory Capital Management Inc. in Manhattan Beach, CA and has over 22 years of experience in the finance industry.

5
Jason S. Knapp
CRD#: 4389317
127 Public Square, Cleveland, OH 44114
93
Wealthminder
score

Jason Knapp (CRD# 4389317) is an Investment Advisor Representative working at Victory Capital Management Inc. in Cleveland, OH and has over 16 years of experience in the finance industry.

6
John T. McCauley
CRD#: 2999241
127 Public Square, Cleveland, OH 44114
93
Wealthminder
score

John McCauley (CRD# 2999241) is an Investment Advisor Representative working at Victory Capital Management Inc. in Cleveland, OH and has over 19 years of experience in the finance industry.

7
Thomas A. Moody
CRD#: 4005259
6400 S Fiddler's Green Cr., Suite 2150, Englewood, CO 80111
93
Wealthminder
score

Thomas Moody (CRD# 4005259) is an Investment Advisor Representative working at Victory Capital Management Inc. in Englewood, CO and has over 18 years of experience in the finance industry.

8
Natalie M. Sutcliffe
CRD#: 5297575
4900 Tiedeman Road, 4th Floor, Brooklyn, OH 44144
93
Wealthminder
score

Natalie Sutcliffe (CRD# 5297575) is an Investment Advisor Representative working at Victory Capital Management Inc. in Brooklyn, OH and has over 7 years of experience in the finance industry.

9
Stephen R. Simpkin
CRD#: 3136319
Austin, TX
90
Wealthminder
score

Stephen Simpkin (CRD# 3136319) is an Investment Advisor Representative working at Victory Capital Management Inc. in Austin, TX and has over 18 years of experience in the finance industry.

10
Joseph B. Powers
CRD#: 2925786
Bayville, NY
83
Wealthminder
score

Joseph Powers (CRD# 2925786) is an Investment Advisor Representative working at Victory Capital Management Inc. in Bayville, NY and has over 20 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.