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Victus Capital Wealth

Santa Monica, CASEC-registered investment adviserCRD 154899

Filed as VICTUS CAPITAL WEALTH · Legal name Victus Captial Wealth, LLC

Victus Capital Wealth is an SEC-registered investment advisory firm in Santa Monica, CA, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

15 years
registered since 2010
$280,066,182
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Victus Capital Wealth compensated?

On its Form ADV (Item 5.E, October 2026), Victus Capital Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Victus Capital Wealth located?

Victus Capital Wealth's principal office is in Santa Monica, CA, according to its Form ADV.

Is Victus Capital Wealth registered with the SEC or a state?

Victus Capital Wealth is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154899.

How much does Victus Capital Wealth manage?

Victus Capital Wealth reports $280,066,182 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (99% discretionary).

How have Victus Capital Wealth's assets and staff changed since 2021?

In the Form ADV data for Victus Capital Wealth: Regulatory assets under management: $206,810,000 in the October 2021 data and $280,066,182 in the October 2026 data, up 35%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Victus Capital Wealth serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (162); individuals (other than high net worth individuals) (25); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

Which custodians does Victus Capital Wealth use?

Victus Capital Wealth'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 Victus Capital Wealth report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/154899

What changed in Victus Capital Wealth's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $250,865,769 to $280,066,182 (+12%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges
  • 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

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 30, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$280,066,182

$280,066,182 as of October 2026, filing dated March 30, 2026.

Discretionary: $277,234,359.Non-discretionary: $2,831,823.

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

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 25 Assets $5,500,000 (2%)
High net worth individuals
Clients 162 Assets $271,734,359 (97%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 1 Assets $2,831,823 (1%)

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.

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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
Victus Captial Wealth, LLC
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2010 (15 years)
Employees
Total: 4. Performing investment advisory functions: 4.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

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.

States registered or notice-filed
2 states or jurisdictions
CATX

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

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$207M 2021 $221M 2022 $198M 2023 $217M 2024 $251M 2025 $280M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$280,066,1824March 30, 2026
October 2025$250,865,7694March 18, 2025
October 2024$216,842,6274March 19, 2024
October 2023$198,115,1734March 28, 2023
October 2022$221,008,1954March 10, 2022
October 2021$206,810,0004August 25, 2021

Regulatory assets under management: $206,810,000 in the October 2021 data and $280,066,182 in the October 2026 data, up 35%.

Total employees: 4 in October 2021 and 4 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.

Changes in the filing

Last 12 months
  1. April 2026
    • Regulatory assets under management went from $250,865,769 to $280,066,182 (+12%).

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

Websites listed on Form ADV

Item 1.I
victuscapitalwealth.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Victus Capital Wealth (CRD 154899): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/victus-capital-wealth-santa-monica-ca-154899