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Kevin Donald Kennedy

Investment adviser representative at Victrix Investment Advisors
11 yearsExperience
3 statesRegistered in
$343.3MFirm assets
5 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 assetsHourly

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

11 years in the industry.

  1. Victrix Investment AdvisorsJan 2020 to now
  2. Money ConceptsApr 2015 to Dec 2019

Exams passed

  • Series 66 · Uniform Combined State Law2014

State registrations

Registered as an investment adviser representative in 3 states (FL, TX, UT).

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
6285267
Firm CRD
167517
Advisor's SEC record (opens in a new tab)
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