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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

VICTRIX INVESTMENT ADVISORS

VICTRIX INVESTMENT ADVISORS LLC, CRD 167517

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7053dc0-cb22-3da4-c8fd-bbaa6410095c

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 2
On other graphs: 0
Observed: May 10, 2021 to Aug 28, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $343MItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $341M
Private client RAUM: $338MderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $49.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,608
Individual clients: 342
High net worth clients: 93
SEC number: 801-121443
CRD: 167517
Filings on the tape: 31
First filed: May 10, 2021
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WILLIAM D THOMPSON	Certified Financial Planner	STUART, FL	13	13	n/a	no
WILLIAM JAMES CHAPMAN	Certified Financial Planner	STUART, FL	8	30	4	no
KEVIN DONALD KENNEDY	n/a	STUART, FL \| Park City, UT	6	12	2	no
Ross Helland Cutler	Certified Financial Planner	STUART, FL	3	11	2	no
YOUNG SOO PARK	Certified Financial Planner	STUART, FL \| BETHESDA, MD	3	17	2	no
JAMI LEE MCCREE	n/a	STUART, FL	1	14	3	no
CHRISTINA MARY DELL'AQUILA	n/a	Mooresville, NC \| STUART, FL	1	13	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
THOMPSON, WILLIAM, D	OWNER AND CHIEF COMPLIANCE OFFICER	E	yes	03/2013	May 10, 2021	Sep 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KEVIN KENNEDY	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
PARK CITY	Ut	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$343M	$341M	7	7	3	n/a	n/a
2024	Feb 12, 2025	$261M	$260M	6	6	2	n/a	n/a
2023	Jan 24, 2024	$181M	$180M	6	6	2	n/a	n/a
2022	Jan 27, 2023	$109M	$109M	6	6	3	n/a	n/a
2021	Jan 28, 2022	$126M	$126M	4	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$343M	$261M	31.4%	$109M	46.5%	7	6	3	2

Relationships

Registered with (8)

← CHRISTINA MARY DELL'AQUILAAdvisorregistration: current employment
Aug 18, 2025 to presentfactForm ADV
← JAMI LEE MCCREEAdvisorregistration: current employment
Jan 9, 2025 to presentfactForm ADV
← YOUNG SOO PARKAdvisorregistration: current employment
Jan 31, 2023 to presentfactForm ADV
← Ross Helland CutlerAdvisorregistration: current employment
Jan 27, 2023 to presentfactForm ADV
← KEVIN DONALD KENNEDYAdvisorregistration: current employment
Jan 3, 2020 to presentfactForm ADV
← WILLIAM JAMES CHAPMANAdvisorregistration: current employment
Mar 28, 2018 to presentfactForm ADV
← WILLIAM D THOMPSONAdvisorregistration: current employment
Jun 26, 2013 to presentfactForm ADV
← Joseph Steven ForishAdvisorregistration: previous registration
Aug 25, 2021 to Dec 15, 2023factForm ADV

Controls (1)

← THOMPSON, WILLIAM, DOwnerOWNER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 10, 2021 to Sep 30, 2024factForm ADV

Dated events

Occurred
Dec 15, 2023
Advisor changed firm
Joseph Steven Forish left Victrix Investment Advisors for Fortrove Partners (registered 2023-10-31)
Form ADVobserved 4 days ago
Occurred
May 10, 2021
First Form ADV filing
Victrix Investment Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7053dc0-cb22-3da4-c8fd-bbaa6410095c
First observed: May 10, 2021
Last observed: Aug 28, 2026 22 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

VICTRIX INVESTMENT ADVISORS

VICTRIX INVESTMENT ADVISORS LLC, CRD 167517

STUART, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7053dc0-cb22-3da4-c8fd-bbaa6410095c

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WILLIAM D THOMPSON

Certified Financial Planner

STUART, FL

n/a

WILLIAM JAMES CHAPMAN

Certified Financial Planner

STUART, FL

KEVIN DONALD KENNEDY

n/a

STUART, FL | Park City, UT

Ross Helland Cutler

Certified Financial Planner

STUART, FL

YOUNG SOO PARK

Certified Financial Planner

STUART, FL | BETHESDA, MD

JAMI LEE MCCREE

n/a

STUART, FL

CHRISTINA MARY DELL'AQUILA

n/a

Mooresville, NC | STUART, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

THOMPSON, WILLIAM, D

OWNER AND CHIEF COMPLIANCE OFFICER

yes

03/2013

May 10, 2021

Sep 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEVIN KENNEDY

n/a

City

State

Country

Employees

Also broker-dealer

PARK CITY

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$343M

$341M

n/a

2024

Feb 12, 2025

$261M

$260M

n/a

2023

Jan 24, 2024

$181M

$180M

n/a

2022

Jan 27, 2023

$109M

n/a

2021

Jan 28, 2022

$126M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$343M

$261M

31.4%

$109M

46.5%