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Company History

Victory Financial Group was founded by a group of established financial advisors who shared a clear vision: to build an advisor-centric, advisor-owned platform that facilitates true fiduciary responsibility to serve clients and their families.

With decades of combined experience, we’ve navigated industry complexities and recognized a consistent problem: conflicts of interest are embedded in most advisor platforms.

 

Whether at banks, wirehouses, captive insurance firms, independent broker-dealers, or private equity-backed RIAs, advisors often face opaque barriers that misalign with client needs and treat the advisor-client relationship as commodities for shareholder profit.

We've chosen a different path - investing our life’s work into building a platform where advisors and their clients come first.​ We look forward to hearing your story and exploring whether our vision aligns with the future of your business.

$1B+

AUM as of 7/31/25

185%

CAGR

40+

Advisors onboarded in the last 24 months

3+

Years as the only truly advisor owned platform in the country

At Victory Financial We Believe...

Advisors should own their books of business, period

You spent decades creating and cultivating relationships. Broker-dealer, RIA, or insurance company should be able to take what you rightfully built.

Top advisors not only deserve market payouts, but they should have ownership in the firm

At Victory Financial, our partners have ownership in the platform and participate in an annual profit-sharing program.

In providing true independence

W2, IBD, and PE back models have conflicts of interest, and clients pay the price. Advisors deserve a platform that can provide solutions that suit your situation, every time.

We believe a advisor can reach their maximum potential when they share ideas and leverage infrastructure

When you affiliate with Victory Financial, we work to ensure you unlock your true potential.

We are a growing, national collective of independent, like-minded advisors who aim to serve their clients with the utmost care. If you are an entrepreneurial advisor who aligns with our values and is interested in learning more about partnership, we would love to speak with you.

Growth Since Inception

Since launching in May 2023,  Victory Financial Group has grown from three founding advisors managing $150M in assets under management to a team of 40+ advisors across multiple states, with over $1B in AUM.

Blue and White Website Data Report Bar Graphic Chart

To build and steward the most advisor-centric independent RIA platform in the country.

Victory Financial logo: VF monogram
Meet The Team

Meet The Team

Smiling man in suit and glasses, Andy Nichols

Andy Nichols

Victory Financial Group

Founding Partner

Portrait of a smiling man in a suit, Chris Wells

Chris Wells

Victory Financial Group

Founding Partner

Headshot of Victory Financial's team member, Paul Schappert

Paul Schappert

Victory Financial Group

Founding Partner

Headshot of Victory Financial's team member, Andy Warren

Andy Warren

Victory Financial Group

Partner

Smiling headshot of Victory Financial's team member, Rodney Tracer

Rodney Tracer

Victory Financial Group

Partner

Headshot of a smiling man wearing a vest, Colton LaRue

Colton LaRue

L5 Wealth Planning, Managing Partner

Victory Financial Group, Partner

Headshot of Victory Financial employee

Chris Kilmer

Kilmer Financial, Managing Partner

Victory Financial Group, Partner

Headshot of smiling man in suit

Andrew Creme

Creme Wealth, Managing Partner

Victory Financial Group, Partner

Headshot of Victory Financial advisor, Cody Stansell

Cody Stansell

Steadfast Wealth, Managing Partner

Victory Financial Group, Partner

Smiling man in blue suit

Ryan Wells

Capitalwise, Managing Partner

Victory Financial Group, Partner

Victory Financial logo

512-763-7671

6500 River Place Blvd

Building 1, Suite 203

Austin, TX, 78730

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© Copyright 2025 Victory Financial. All rights reserved.

Appropriately licensed individuals are registered to offer Investment Advisory Services through Victory Financial Group, LLC (“VFG”), an SEC Registered Investment Adviser. VFG does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. This site is published for residents of the United States only. Investment Advisor Representatives of VFG may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the VFG Compliance Department at (512) 763-7671.These materials have been independently produced by Victory Financial Group. Victory Financial Group is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. Victory Financial Group provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.

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