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William D Thompson

Investment adviser representative at Victrix Investment Advisors
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$343.3MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

13 years in the industry.

  1. Victrix Investment AdvisorsApr 2013 to now

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 2 states (FL, TX).

Victrix Investment Advisors

Legal name: Victrix Investment Advisors LLC

$343.3MAssets managed
450Clients
8Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2913026
Firm CRD
167517
Advisor's SEC record (opens in a new tab)
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