RIA Intel›Advisers›Ohio›VICTORY FINANCIAL SERVICES LLC

VICTORY FINANCIAL SERVICES LLC

Advisory

MEDINA, OH

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$175K

across 78 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

25 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

JOSEPH S. DUKE

$14M

MERITUM WEALTH MANAGEMENT LLC

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BRUIN CAPITAL ALLOCATION, LLC

CINCINNATI, OH

$14M

CCF ADVISORS LLC

ROCKY RIVER, OH

$14M

DUNPHY WEALTH MANAGEMENT, INC.

CINCINNATI, OH

$13M

SAUNIX INVESTMENT MANAGEMENT, LLC

$14M

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