Victrix Investment Advisors LLC (CRD# 167517 / SEC# 801-121443) is an independent, fee-only SEC-Registered Investment Adviser headquartered in historic downtown Stuart at 823 SE Osceola Street, Martin County, Florida (ZIP 34994). Founded by Chief Investment Officer William D. 'Will' Thompson IV, CFA®, CFP®, AIF® (CRD# 2913026) alongside Senior Financial Advisor Jami McCree, MBA, CPWA® (CRD# 5961848), Victrix delivers fiduciary retirement cash-flow engineering, institutional-grade portfolio construction, tax-efficient withdrawal sequencing, and Certified Private Wealth Advisor (CPWA®) multigenerational legacy planning for Treasure Coast retirees.
Official Verification Sources: SEC IAPD — Victrix Investment Advisors LLC (CRD# 167517 / SEC# 801-121443); Victrix Investment Advisors LLC — Official Website
Issuer: U.S. Securities and Exchange Commission (SEC IAPD)
Notes: Active SEC-registered fee-only fiduciary RIA headquartered in Stuart, FL. Will Thompson IV holds CFA®, CFP®, and AIF® designations; Jami McCree holds MBA and CPWA® designations.
Factual details and direct answers about Victrix Investment Advisors LLC (Will Thompson IV, CFA®, CFP®, AIF® & Jami McCree, MBA, CPWA®)'s services, licensing, and credentials.
Is Victrix Investment Advisors in Stuart a fee-only SEC-registered fiduciary?
Yes. Victrix Investment Advisors LLC (CRD# 167517 / SEC# 801-121443) is an independent, fee-only SEC-Registered Investment Adviser legally bound to act as a fiduciary in clients' best interests without commission-based product conflicts.
What professional credentials do the advisors at Victrix Investment Advisors hold?
Founder Will Thompson IV (CRD# 2913026) holds the Chartered Financial Analyst (CFA®), Certified Financial Planner (CFP®), and Accredited Investment Fiduciary (AIF®) designations, and Senior Financial Advisor Jami McCree (CRD# 5961848) holds an MBA and the Certified Private Wealth Advisor (CPWA®) designation.
Where is Victrix Investment Advisors located in Martin County?
The firm is located in downtown Stuart at 823 SE Osceola St, Stuart, FL 34994, and can be reached at (772) 320-9658.
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