Daniel Enrique Ortega

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

• 01/2013 → 03/2025
  Frost Investment Advisors, Llc
  San Antonio, TX
• 04/2025 → Present
  Victory Capital Management
  San Antonio, TX

Previous Registrations

• 2013-07-29 → 2025-04-07
  Frost Investment Advisors, Llc
  San Antonio, TX
  San Antonio, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-28

Other Names

• Daniel Enrique Ortega Ramirez