# Victory Financial

> Victory Financial is an SEC-registered investment advisory firm in Austin, TX, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 9, 2026.

- CRD: 324943
- Filed as: VICTORY FINANCIAL
- 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)
- Location: Austin, TX
- Filing period: October 2026
- Form ADV filing dated: July 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/324943
- AdvisorCensus page: https://advisorcensus.com/firm/victory-financial-austin-tx-324943

## Quick answers

**How is Victory Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Victory Financial reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Victory Financial charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Flat fee: $500 to $50,000 (comprehensive financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Victory Financial located?**
Victory Financial's principal office is in Austin, TX, according to its Form ADV; the August 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Victory Financial registered with the SEC or a state?**
Victory Financial is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324943.

**How much does Victory Financial manage?**
Victory Financial reports $1,337,530,512 in regulatory assets under management in its Form ADV filing dated July 9, 2026 (100% discretionary).

**How have Victory Financial's assets and staff changed since 2023?**
In the Form ADV data for Victory Financial: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Victory Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,577); high net worth individuals (360); charitable organizations (39).

**Which custodians does Victory Financial use?**
Victory Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Victory Financial report any disciplinary disclosures?**
Reports 6 disclosure items on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years), 11.A(2) (felony charge in the past ten years), 11.B(1) (conviction or plea for a listed misdemeanor in the past ten years), 11.B(2) (charge for a listed misdemeanor in the past ten years), 11.E(2) (self-regulatory organization's finding of a rule violation), and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324943

**What changed in Victory Financial's recent Form ADV filings?**
In the August 2026 filing data: Changed its office addresses in Peoria, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

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

> We provide comprehensive financial planning services for a negotiable fixed fee ranging between $500 and $50,000 per plan, based upon the nature and complexity of the client’s circumstances as well as the services requested.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $1,337,530,512
- Discretionary: $1,337,530,512
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,577 | $581,335,512 |
| High net worth individuals | 360 | $738,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 39 | $4,369,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 27 | $13,826,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 47 total, 47 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, HI, ID, IL, KS, LA, ME, MO, MT, NC, NV, OR, SC, TX
- Disclosures (Item 11): Reports 6 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 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)?
- 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. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324943

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Buda, TX
- Dripping Springs, TX
- Godley, TX
- Houston, TX
- McKinney, TX
- Peoria, IL
- Plano, TX
- Southlake, TX

### Websites listed on Form ADV (Item 1.I)
- [capitalwise.com](https://capitalwise.com)
- [kilmerfinancial.com](https://kilmerfinancial.com)
- [l5wealthplanning.com](https://l5wealthplanning.com)
- [retirementplanningfinancialadvisor.com](https://retirementplanningfinancialadvisor.com)
- [steadfastwealthplanning.com](https://steadfastwealthplanning.com)
- [trustlovelimitless.com](https://trustlovelimitless.com)
- [victoryfinancialgroup.com](https://victoryfinancialgroup.com)
- [viridian-wealth.com](https://viridian-wealth.com)
- LinkedIn @victoryfinancialgroup

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $143,173,580 | 4 | September 8, 2023 |
| October 2024 | $288,809,303 | 12 | May 31, 2024 |
| October 2025 | $687,641,583 | 39 | February 27, 2025 |
| October 2026 | $1,337,530,512 | 47 | July 9, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Changed its office addresses in Peoria, IL.

### July 2026
- Added the business name Veritas Strategic Wealth.
- Added an office in Buda, TX.

### 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.

### March 2026
- Registered or notice-filed in OR.

### January 2026
- Added an office in Godley, TX.
- Registered or notice-filed in KS.

### 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.

### November 2025
- Added the business name Stansell Wealth Planning.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Victory Financial (CRD 324943): Form ADV filing data as of October 2026.