V
Victory Financial Services LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,666,674
Total clients
25
24% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
25
Average account size
$546,667
About
Victory Financial provides investment management and comprehensive financial planning to individuals and high-net-worth clients and also works with corporations and other businesses. The firm offers business-planning consulting and plan-level services for employer-sponsored retirement plans in addition to household financial planning and portfolio management.
The firm’s investment approach is tactical asset allocation informed primarily by technical analysis, implementing portfolios of individual stocks and ETFs and actively rebalancing to pursue sector and market opportunities. Portfolios are managed on a discretionary basis and the firm may employ short positions using inverse or leveraged ETFs as tactical hedges; it also serves plan sponsors in a non-discretionary 3(21) consulting capacity and conducts participant education.
What distinguishes the firm from many peers is its combination of corporate clients and pension consulting alongside retail advisory work, and its regular use of educational seminars and one‑on‑one workshops for plan participants. The firm maintains a concentrated client base and is led by a principal with a CPA designation, which informs its emphasis on business planning and tax-aware advice.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Financial planning fixed fee: ranges between $500.00 and $5,000.00 depending on complexity
$0 - $500,000: 1.10% $500,000 - $1,000,000: 0.70% $1,000,000 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.25% $10,000,000+: 0.15%
$250.00 per hour (financial planning hourly fee)
Account minimum: $150,000.00 (can be waived or lowered at firm's discretion)
Main office location
Victory Financial Services LLC
3637 Medina Rd, Suite 345 C
Medina OH 44256, United States
Number of offices
1
Most active in
Victory Financial Services LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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