Trevor William Deubner
Investment adviser representative at Victory Capital Management Inc.
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Victory Capital Management Inc.Oct 2026 to now
- Victory Capital Services, Inc.Jun 2026 to now
- Westend Advisors, LLCJun 2026 to Sep 2026
- Principal Securities, Inc.Mar 2025 to Jun 2026
- Principal Funds DistributorJul 2024 to Jun 2026
- Davis Moore CapitalJun 2023 to Jul 2023
- Ameriprise FinancialJun 2022 to Jul 2022
- The University of North Carolina Chapel Hill (education)Jun 2020 to Jun 2024
- The Hun School of Princeton (education)Jun 2016 to Jun 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7565426
- Firm CRD
- 106189