Charles B Mathes

Employer firm

Victory Capital Management Inc. CRD 106189

$283B regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• MODEL PORTFOLIOS; RESEARCH SERVICES FOR A FEE TO CERTAIN NON-RELATED PERSONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 04/2018
  Primerica Financial Services
  Duluth, GA
• 04/2018 → 06/2022
  H & L Equities, Llc
  Atlanta, GA
• 04/2018 → 06/2022
  Reit Funding, Llc
  Atlanta, GA
• 04/2018 → 06/2022
  Reit Administration
  Atlanta, GA
• 06/2022 → Present
  Victory Capital Services, Inc.
  San Antonio, TX
• 03/2025 → 08/2025
  Amundi Us, Inc.
  Boston, MA
• 06/2022 → Present
  Victory Capital Management Inc.
  San Antonio, TX

Previous Registrations

• 2012-03-15 → 2018-05-01
  Pfs Investments Inc.
  Duluth, GA

Exams

• S66 Uniform Combined State Law Examination
  2011-12-22

Other Names

• Charlie B. Mathes