Victus Captial Wealth, LLC (Los Angeles)

Name: Victus Captial Wealth, LLC
Address: 11766 Wilshire Boulevard, Los Angeles, CA, 90025
Telephone: 310-622-1280

Victus Captial Wealth, LLC is a large advisory firm based in Los Angeles. It manages $147 million of regulatory assets for 163 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Louisiana, and Texas.

Victus Captial Wealth provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Victus Captial Wealth: assets under management

The assets under management (AUM) of Victus Captial Wealth, LLC is $147 million. The firm's AUM has gone down by -3% since the beginning of its operation, and $4.61 million of the total AUM is attributable to clients outside of the United States.

The firm manages $141 million in discretionary accounts and $6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $870.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6 million.

Investments

The firm invests in exchange traded securities the most. They account for 95% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 5% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Victus Captial Wealth, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed 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.

What kind of clients Victus Captial Wealth serves?

The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Victus Captial Wealth is high net worth individuals with 64 clients and $116 million of assets under management. Among the 11 most similar advisory firms, Victus Captial Wealth has the 5th highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $147 million for 165 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 3% of the firm’s clients are foreign persons or businesses.

Victus Captial Wealth doesn't advise any private funds.

Careers at Victus Captial Wealth, LLC

The company employs 4 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No 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 doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Darrach Anthony Mary Mc Carthy	Managing member	1 Nov 2010	25% - 50%	4139232
Larry Craig Fernandez	Managing member & chief compliance officer	1 Nov 2010	25% - 50%	2877885
Thomas Joseph Calcagnini	Managing member	1 Nov 2010	25% - 50%	2601400

Based in Los Angeles

The principal office where Victus Captial Wealth, LLC performs its advisory services is located at 11766 Wilshire Boulevard, Los Angeles, CA 90025, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-622-1280 or by fax NONE. The normal business hours are 8:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at victuscapitalwealth.com.