# Victrix Investment Advisors

> Victrix Investment Advisors is an SEC-registered investment advisory firm in Stuart, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 28, 2026.

- CRD: 167517
- Filed as: VICTRIX INVESTMENT ADVISORS
- Legal name: Victrix Investment Advisors LLC
- Also doing business as: CHAPMAN CAPITAL ADVISORS, KING TIDE ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stuart, FL
- Filing period: October 2026
- Form ADV filing dated: August 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/167517
- AdvisorCensus page: https://advisorcensus.com/firm/victrix-investment-advisors-stuart-fl-167517

## Quick answers

**How is Victrix Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Victrix Investment Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Victrix Investment Advisors charge?**
Its Form ADV Part 2A brochure dated August 28, 2026 states: Hourly rate: $250 an hour (Financial planning and Retirement Plan consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Victrix Investment Advisors located?**
Victrix Investment Advisors' principal office is in Stuart, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Victrix Investment Advisors registered with the SEC or a state?**
Victrix Investment Advisors is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 167517.

**How much does Victrix Investment Advisors manage?**
Victrix Investment Advisors reports $343,341,162 in regulatory assets under management in its Form ADV filing dated August 28, 2026 (99% discretionary).

**How have Victrix Investment Advisors' assets and staff changed since 2021?**
In the Form ADV data for Victrix Investment Advisors: Regulatory assets under management: $101,949,592 in the October 2021 data and $343,341,162 in the October 2026 data, up 237%. Total employees: 4 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Victrix Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (342); high net worth individuals (93); corporations or other businesses not listed above (8).

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

**Does Victrix Investment Advisors report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). 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/167517

**Does Victrix Investment Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated August 28, 2026 says: "Victrix does not require an account minimum."

**What changed in Victrix Investment Advisors' recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 6 to 7. Regulatory assets under management went from $261,383,906 to $312,347,184 (+19%). Registered or notice-filed in CT.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 28, 2026)

- Account minimum: None

> Victrix does not require an account minimum.

- Hourly rate: $250 an hour (Financial planning and Retirement Plan consulting services)

> Financial planning and Retirement Plan consulting services are offered based on an hourly rate of $250.

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. Advisor Services

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: $343,341,162
- Discretionary: $341,485,600
- Non-discretionary: $1,855,562

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 342 | $113,410,873 |
| High net worth individuals | 93 | $224,555,638 |
| 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) | 7 | $3,505,117 |
| Charitable organizations | 0 | $0 |
| 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 | 8 | $1,869,534 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, CT, FL, GA, MD, NC, NH, NY, SC, TN, TX, UT, VA
- Disclosures (Item 11): Reports 1 disclosure item 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?

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/167517

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Park City, UT

### Websites listed on Form ADV (Item 1.I)
- chapmancapitaladvisors.com
- kingtideadvisors.com
- url.us.m.mimecastprotect.com/s/wjxIC68AxWfVrX7ocmiqS51gv-
- victrixinvestmentadvisors.com
- yelp.com/biz/chapman-capital-advisors-stuart
- Facebook @KingTideAdvisors
- Facebook facebook.com
- Instagram @kingtideadvisors
- LinkedIn @king-tide-advisors
- LinkedIn @victrix-investment-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $101,949,592 | 4 | September 28, 2021 |
| October 2022 | $126,454,786 | 4 | August 26, 2022 |
| October 2023 | $109,151,910 | 6 | September 11, 2023 |
| October 2024 | $180,583,819 | 6 | September 30, 2024 |
| October 2025 | $261,383,906 | 6 | February 12, 2025 |
| October 2026 | $343,341,162 | 7 | August 28, 2026 |

Regulatory assets under management: $101,949,592 in the October 2021 data and $343,341,162 in the October 2026 data, up 237%.
Total employees: 4 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $261,383,906 to $312,347,184 (+19%).
- Registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Victrix Investment Advisors (CRD 167517): Form ADV filing data as of October 2026.