Robert Jones
Victus Capital Wealth · Santa Monica, California
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.
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Specialties
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 | $280.1M across 553 accounts |
| SEC registration | Investment adviser representative in CA · CRD 3111524 |
| Exams passed | Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.victuscapitalwealth.com |
How Robert's firm compares
- Victus Capital Wealth's average account is about $506,000, from its Form ADV (assets managed divided by 553 accounts).
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Monica
Other advisors in California who focus on tax planning
Where this information comes from
- SEC adviser records : 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
- Victus Capital Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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