# Victory Wealth Partners

> Victory Wealth Partners is an SEC-registered investment advisory firm in Mullica Hill, NJ, registered since 1990, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 107203
- Filed as: VICTORY WEALTH PARTNERS
- Legal name: Victory Asset Management Co., Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mullica Hill, NJ
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/107203
- AdvisorCensus page: https://advisorcensus.com/firm/victory-wealth-partners-mullica-hill-nj-107203

## Quick answers

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

**How much does Victory Wealth Partners charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Flat fee: $500 to $5,000 (Financial planning engagements); Hourly rate: $75 to $250 an hour (limited planning component, such as when there is a need for business…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Victory Wealth Partners located?**
Victory Wealth Partners' principal office is in Mullica Hill, NJ, according to its Form ADV.

**Is Victory Wealth Partners registered with the SEC or a state?**
Victory Wealth Partners is an SEC-registered investment advisory firm, registered since 1990. Status as filed: Approved. CRD 107203.

**How much does Victory Wealth Partners manage?**
Victory Wealth Partners reports $102,465,525 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Victory Wealth Partners' assets and staff changed since 2021?**
In the Form ADV data for Victory Wealth Partners: Regulatory assets under management: $115,737,245 in the October 2021 data and $102,465,525 in the October 2026 data, down 11%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Victory Wealth Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (338); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (13).

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

**Does Victory Wealth Partners report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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/107203

**What changed in Victory Wealth Partners' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Flat fee: $500 to $5,000 (Financial planning engagements)

> Financial planning engagements are assessed a fixed fee ranging from $500 to $5,000.

- Hourly rate: $75 to $250 an hour (limited planning component, such as when there is a need for business…)

> Advisory services clients interested in a limited planning component may engage us at an hourly rate, such as when there is a need for business valuation, advice on a retirement plan asset allocation, etc. Our rate ranges from $75 to $250 per hour depending upon the level and scope of the services required and the professionals providing those services.

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

### Custodians (Schedule D, Section 5.K(3))
- Lincoln Financial Distributors, 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: $102,465,525
- Discretionary: $102,465,525
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 338 | $42,267,899 |
| High net worth individuals | 13 | $21,148,694 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 13 | $39,048,932 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 1990 (36 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL, MA, MD, NE, NH, NJ, PA, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

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/107203

### Websites listed on Form ADV (Item 1.I)
- victoryfiduciary.com
- victoryfiduciaryconsulting.com
- victorywealthpartners.com
- Facebook @VICTORY-FIDUCIARY-CONSULTING-1609788399046999

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $115,737,245 | 4 | March 29, 2021 |
| October 2022 | $109,456,313 | 4 | March 28, 2022 |
| October 2023 | $122,306,958 | 6 | April 27, 2023 |
| October 2024 | $119,421,047 | 6 | March 28, 2024 |
| October 2025 | $102,572,219 | 7 | March 26, 2025 |
| October 2026 | $102,465,525 | 5 | March 27, 2026 |

Regulatory assets under management: $115,737,245 in the October 2021 data and $102,465,525 in the October 2026 data, down 11%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in NE.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Victory Wealth Partners (CRD 107203): Form ADV filing data as of October 2026.