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Data / Investment advisers / California / Victus Capital Wealth

Victus Capital Wealth, Santa Monica, CA: $280 million AUM, SEC registered investment adviser

Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.

Victus Capital Wealth is an SEC registered investment adviser with its main office in Santa Monica, California and reports $280 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.

The request: Watch Victus Capital Wealth (CRD number 154899): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.

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Registration
SEC registered investment adviser
CRD number
154899
SEC file number
801-71919
SEC status
Approved, effective November 5, 2010
Legal name
Victus Captial Wealth, LLC
Main office
1327 Ocean Avenue Suite K, Santa Monica, CA 90401
Phone
(310) 622-1280
Website
victuscapitalwealth.com
Regulatory AUM
$280,066,182 in the Form ADV filed March 30, 2026
Discretionary AUM
$277,234,359
Non discretionary AUM
$2,831,823
Accounts
553
Employees
4, of which 4 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
March 30, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
High net worth individuals162$271.7 million
Individuals (other than high net worth individuals)25$5.5 million
Pension and profit sharing plans1$2.8 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
April 1, 2026$280.1 millionMarch 30, 2026
December 1, 2025$250.9 millionMarch 18, 2025

Other advisers in Santa Monica

AdviserCityAUMPrivate fundsSource
Autilus Partners LLCSanta Monica$413.8 million5adviserinfo.sec.gov
Guggenheim Wealth Solutions, LLCSanta Monica$371.3 millionNot listedadviserinfo.sec.gov
Sierra Investment Management, LLCSanta Monica$360.9 millionNot listedadviserinfo.sec.gov
Gotham Green Partners, LLCSanta Monica$334.8 million13adviserinfo.sec.gov
HW Capital LLCSanta Monica$321 millionNot listedadviserinfo.sec.gov
Rivonia Road Capital LLCSanta Monica$246 million5adviserinfo.sec.gov
Bengal Asset Management, LLCSanta Monica$197.6 million2adviserinfo.sec.gov
Bancreek Capital Advisors, LLCSanta Monica$187.1 millionNot listedadviserinfo.sec.gov

Also on SpecStream

Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.