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RH

Ryan L. Harper

VICTORIA CAPITAL MANAGEMENT
Charleston, SC 29401
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CRD#: 6871002
RH

Professional summary


Ryan Lee Harper is a registered financial advisor currently at VICTORIA CAPITAL MANAGEMENT, INC. located in Charleston, South Carolina.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Ryan has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
?Type of Business: Publishing ?Business Name: Rivanna Heights Media, LLC ?Role: President ?Activities Involved: As President of Rivanna Heights Media, I focus my efforts on conducting thorough research to gather accurate and relevant information for the publications, overseeing the acquisition and organization of necessary resources, including content, writers, and other publishing materials, and ensuring the quality and accuracy of the content through meticulous editing and review processes. Additionally, I manage the publishing process for non-fiction works that do not involve my name or the name of Victoria Capital Management. ?Time Commitment: ~10 hours per week, with no conflict with my duties at Victoria Capital Management. ?Duration: Ongoing This outside business activity is conducted during my personal time and does not involve any investment-related services or activities connected to my role at Victoria Capital Management. Furthermore, I am committed to ensuring no conflict of interest or use of proprietary information from Victoria Capital Management in my publishing activities. I will continue to prioritize my duties and obligations as an employee of Victoria Capital Management and adhere to all company policies and industry regulations.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Lee Harper's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 1, 2025 - Present

VICTORIA CAPITAL MANAGEMENT, INC.

Office #1: 109 East Bay Street #1e, Charleston, SC 29401
RIA
CRD#: 107665
Charleston, SC
Past

October 20, 2017 - July 13, 2025

VICTORIA CAPITAL MANAGEMENT, INC.

RIA
CRD#: 107665
CHARLESTON, SC

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICTORIA CAPITAL MANAGEMENT, INC.
VICTORIA CAPITAL MANAGEMENT, INC. | WEALTH MANAGEMENT SERVICES, INC. OF S. CAROLINA | WEALTH MANAGEMENT SERVICES, INC.

CRD#: 107665 / SEC#: 801-112588

RIA
Registered Investment Advisory firm - (3/7/2018 Approved)
California
Registered Investment Advisory firm - (7/13/2025 Terminated)
Florida
Registered Investment Advisory firm - (6/13/2025 Terminated)
Georgia
Registered Investment Advisory firm - (6/16/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/1/2025)
IAR
Wyoming
(8/6/2025)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/6/2017
Uniform Investment Adviser Law Examination

Current Firm


VC
VICTORIA CAPITAL MANAGEMENT, INC.
VICTORIA CAPITAL MANAGEMENT, INC. | WEALTH MANAGEMENT SERVICES, INC. OF S. CAROLINA | WEALTH MANAGEMENT SERVICES, INC.

CRD#: 107665 / SEC#: 801-112588

RIA
Registered Investment Advisory firm - (3/7/2018 Approved)
California
Registered Investment Advisory firm - (7/13/2025 Terminated)
Florida
Registered Investment Advisory firm - (6/13/2025 Terminated)
Georgia
Registered Investment Advisory firm - (6/16/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (6/13/2025 Terminated)
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Contact information


Main Address
109 East Bay Street #1e, Charleston, SC 29401
Mailing Address
Phone number
(843) 342-3044
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VCM ADV PART 2 2024 (3/31/2025)

Regulatory assets under management


Total Number of Accounts122
AUM (Assets Under Management)$ 273,079,566

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


VICTORIA CAPITAL MANAGEMENT, INC.

CRD#: 107665Charleston, SC 29401

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