Victory Capital Management Inc.

Victory Capital Management Inc. (CRD# 106189) is a financial advisory firm headquartered in San Antonio, TX. They manage $140,836,403,633 in 3,419 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    140,836
    MILLION
  • Total Number of Accounts
    3,419
    ACCOUNTS
  • Average Account Value
    $41,192,280
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
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
  • Selection of other advisers (including private fund managers)
  • 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, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at Victory Capital Management Inc.
Showing 1 - 10 of 69 top financial advisors.
1
Joseph M. Balestra
CRD#: 2436107
Sagamore Hills, OH

Joseph Balestra (CRD# 2436107) is an Investment Advisor Representative working at Victory Capital Management Inc. in Sagamore Hills, OH and has over 29 years of experience in the finance industry.

2
Joel M. Belvis
CRD#: 2348378
15935 La Cantera Pkwy, San Antonio, TX 78256

Joel Belvis (CRD# 2348378) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 30 years of experience in the finance industry.

3
Kurt K. Blanz
CRD#: 2282455
San Francisco, CA

Kurt Blanz (CRD# 2282455) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Francisco, CA and has over 21 years of experience in the finance industry.

4
Kevin B. Bowman
CRD#: 2741113
15935 La Cantera Pkwy, San Antonio, TX 78256

Kevin Bowman (CRD# 2741113) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.

5
Ada M. Brewster
CRD#: 6165963
15935 La Cantera Pkwy, San Antonio, TX 78256

Ada Brewster (CRD# 6165963) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.

6
Ronald A. Caldwell
CRD#: 727534
15935 La Cantera Pkwy, San Antonio, TX 78256

Ronald Caldwell (CRD# 727534) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 42 years of experience in the finance industry. Ronald Caldwell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Shana L. Cantu
CRD#: 6165974
15935 La Cantera Pkwy, San Antonio, TX 78256

Shana Cantu (CRD# 6165974) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 10 years of experience in the finance industry.

8
Carolyn S. Carrillo
CRD#: 2846118
15935 La Cantera Pkwy, San Antonio, TX 78256

Carolyn Carrillo (CRD# 2846118) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 26 years of experience in the finance industry.

9
Christopher Castillo
CRD#: 4239818
15935 La Cantera Pkwy, San Antonio, TX 78256

Christopher Castillo (CRD# 4239818) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 18 years of experience in the finance industry.

10
Jesus A. Chavez
CRD#: 4129908
15935 La Cantera Pkwy, San Antonio, TX 78256

Jesus Chavez (CRD# 4129908) is an Investment Advisor Representative working at Victory Capital Management Inc. in San Antonio, TX and has over 23 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.