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Michael Mahoney

32 Years of Experience
San Antonio, TX
Broker

Michael Mahoney is a registered investment advisor at Victory Capital Management INC., based in San Antonio, TX, with 32 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2,558 clients with $150B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
106 advisors
Number of Clients
2,558 clients
Average Client Portfolio
$59.5M average
Assets Under Management
$152.3B

Fee Structure

Investment management only (planning not offered)

Victory Capital Management's fees are based on a percentage of the assets they manage. The specific percentage varies depending on the investment strategy and the size of the account. Fees may be negotiable in certain situations. VCM may also agree to fixed fee arrangements. VCM may impose minimum account sizes and minimum annual fees. The fees for investment management of mutual funds, ETFs and other pooled investment vehicles are different from the fees for separate accounts. Some accounts may also pay performance-based fees.

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Location

15935 La Cantera Pkwy, San Antonio, TX, 78256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Victory Capital Management INC.
September 2025 - Present · 8 mos
Victory Capital Services, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
John Hancock Investment Management LLC
November 2018 - November 2024 · 6 yrs
John Hancock Distributors LLCBroker
March 2013 - November 2024 · 11 yrs 8 mos
John Hancock Distributors LLCBroker
November 2011 - December 2012 · 1 yr 1 mo
Manulife Asset Management (US) LLC
April 2006 - November 2018 · 12 yrs 7 mos
John Hancock Investment Management Distributors LLCBroker
April 2006 - November 2024 · 18 yrs 7 mos
John Hancock Advisers, LLC
April 2006 - December 2010 · 4 yrs 8 mos
Commonwealth Financial Network
December 1999 - April 2006 · 6 yrs 4 mos
Commonwealth Financial NetworkBroker
June 1997 - April 2006 · 8 yrs 10 mos
Linsco/private Ledger CORP.Broker
July 1995 - May 1997 · 1 yr 10 mos
John Hancock Distributors, INC.Broker
November 1993 - June 1995 · 1 yr 7 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1993 - June 1995 · 1 yr 7 mos
John Hancock Funds, INC.Broker
October 1992 - June 1995 · 2 yrs 8 mos
State Registrations2 states
MATX
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Mahoney - Financial Advisor | TrueAdvisor