Charles B Mathes
Investment adviser representative at Victory Capital Management Inc.
14 yearsExperience
1 stateRegistered in
$282.7BFirm assets
32 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Victory Capital Management Inc.Jun 2022 to now
- Victory Capital Services, Inc.Jun 2022 to now
- Amundi Us, Inc.Mar 2025 to Aug 2025
- H & L Equities, LLCApr 2018 to Jun 2022
- Reit AdministrationApr 2018 to Jun 2022
- Reit Funding, LLCApr 2018 to Jun 2022
- Primerica Financial ServicesSep 2011 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Victory Capital Management Inc.
$282.7BAssets managed
18,120Clients
105Advisers
32 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
- 5980160
- Firm CRD
- 106189