vc
Victus Capital Wealth
SEC-regulated
Registered investment advisor
Victus Capital Wealth, LLC is a financial advisory firm established in 2010 in Santa Monica, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and various business entities. Victus Capital Wealth, LLC is owned by Darrach Anthony Mary McCarthy and Larry Craig Fernandez. As a fiduciary, the firm is committed to acting in the best interest of its clients.
The firm offers services such as Comprehensive Portfolio Management, Retirement Plan Consulting, and Referrals to Third Party Money Management. Clients can expect a range of investment strategies, including long-term purchases, short-term purchases, trading, short sales, margin transactions, options, private equity, and private funds. Victus Capital Wealth, LLC manages approximately $250 million in assets under management, with a fee structure ranging from 0.75% to 1.25% based on assets under management.
Clients have the option to grant investment discretion to the firm, allowing Victus Capital Wealth, LLC to execute securities transactions on their behalf. The firm does not accept proxy authority to vote client securities. Victus Capital Wealth, LLC does not receive soft dollars in excess of what is allowed by Section 28(e) of the Securities Exchange Act of 1934. The firm does not pay referral fees to independent solicitors and does not receive brokerage for client referrals. Additionally, the firm has participated in the Paycheck Protection Program to support its business during the COVID-19 pandemic.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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