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).
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Total Assets Under Management140,836MILLION
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Total Number of Accounts3,419ACCOUNTS
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Average Account Value$41,192,280
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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

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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.