Victory Financial

• A percentage of assets under your management
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Flat fee: $500 to $50,000 (comprehensive financial planning services)

As stated in the firm's Form ADV Part 2A brochure dated March 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$1,337,530,512 as of October 2026, filing dated July 9, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Selection of other advisers (including private fund managers)

Legal name

Victory Financial Group LLC

Also doing business as

CAPITALWISE, CREME WEALTH, DAHSE FINANCIAL GROUP, KILMER FINANCIAL, L5 WEALTH PLANNING, STANSELL WEALTH, TRUSTLOVE CAPITAL LLC, VERITAS STRATEGIC WEALTH, VICTORY FINANCIAL GROUP AND INSURANCE SERVICES, VIRIDIAN WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2023 (3 years)

Employees

Total: 47. Performing investment advisory functions: 47.

Wrap fee program participation

No.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

8 other offices, as of the August 2026 filing

Buda, TXDripping Springs, TXGodley, TXHouston, TXMcKinney, TXPeoria, ILPlano, TXSouthlake, TX

States registered or notice-filed

18 states or jurisdictions

AZCACOFLGAHIIDILKSLAMEMOMTNCNVORSCTX

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

6 Reports 6 disclosure items on Form ADV Item 11. View on IAPD.

Questions answered yes on this filing

Criminal matters Items 11.A and 11.B

• 11.A(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?
• 11.A(2) In the past ten years, has the firm or an advisory affiliate been charged with a felony?
• 11.B(1) In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a misdemeanor involving investments or an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these?
• 11.B(2) In the past ten years, has the firm or an advisory affiliate been charged with one of the misdemeanors listed in 11.B(1)?

Regulatory matters Items 11.C to 11.G

• 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
• 11.E(4) Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $143,173,580 in the October 2023 data and $1,337,530,512 in the October 2026 data, up 834%.

Total employees: 4 in October 2023 and 47 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • Changed its office addresses in Peoria, IL.
2. July 2026
   • Added the business name Veritas Strategic Wealth.
   • Added an office in Buda, TX.
3. April 2026
   • Added the business name Dahse Financial Group.
   • Employees performing advisory functions went from 34 to 47.
   • Regulatory assets under management went from $687,641,583 to $1,337,530,512 (+95%).
   • Added an office in Peoria, IL.
4. March 2026
   • Registered or notice-filed in OR.
5. January 2026
   • Added an office in Godley, TX.
   • Registered or notice-filed in KS.
6. December 2025
   • No longer lists the business name Steadfast Wealth Planning.
   • No longer lists the business name Stansell Wealth Planning.
   • Added the business name Stansell Wealth.
   • Registered or notice-filed in AZ, CO, FL, GA, ID, LA, ME, MO, MT, NC, NV, SC.
7. November 2025
   • Added the business name Stansell Wealth Planning.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.