Owner and Chief Compliance Officer · Victrix Investment Advisors
William D Thompson
CRD 2913026 · Named on Form ADV at one SEC-registered adviser
At a glance
Victrix Investment Advisors, an SEC-registered wealth manager based in Stuart, FL with $343 million in regulatory assets, lists William D Thompson on its Form ADV as Owner and Chief Compliance Officer, a control person.
Firms and roles
- Victrix Investment AdvisorsOwner and Chief Compliance OfficerWealth manager · Stuart, FL · $343M in regulatory assets
AtlasMembers
William’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.