Our latest quarterly update features a note from our founder, a recap of market activity from the past quarter, highlights of recent milestones and celebrations, and a spotlight on one of our valued sponsors.

It's been a fast start in 2025! Since our last newsletter, we've onboarded our largest firm to date, wrapped up our first SEC Exam, launched a new technology platform, issued our first profit-sharing checks, and closed the gap on reaching $1B by our 2 year anniversary in May of this year.

We launched Victory Financial in May 2023, and it has been an incredible 18 months! We’ve gone from three founding advisors with $150M of AUM to 26 in multiple states with close to $700M and are projecting to hit $1B by our two-year anniversary in May next year.