# Robert Jones

> Robert Jones is a fee-only financial advisor at Victus Capital Wealth in Santa Monica, California. Robert focuses on tax planning. Victus Capital Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-jones-3111524/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Victus Capital Wealth
- **Based in:** Santa Monica, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $280.1M across 553 accounts
- **Specialties:** Tax planning
- **CRD:** 3111524 (https://adviserinfo.sec.gov/individual/summary/3111524)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.victuscapitalwealth.com

## Frequently asked questions

### Is Robert Jones a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Victus Capital Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Victus Capital Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Robert Jones based?

Robert Jones is based in Santa Monica, California.

### What does Robert specialize in?

Robert's specialties include tax planning.

### Is Robert Jones registered with the SEC?

Yes. Robert Jones is registered as an investment adviser representative in CA (CRD 3111524), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Victus Capital Wealth manage?

Victus Capital Wealth reports $280.1M across 553 accounts in assets under management.

### How do I contact Robert Jones?

Through Robert's website, www.victuscapitalwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3111524): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://victuscapitalwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.