Overview
Assets Under Management: $310 million
Headquarters: OAKMONT, PA
High-Net-Worth Clients: 35
Average Client Assets: $2.5 million
Frequently Asked Questions
INVICTA ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298868), INVICTA ADVISORS LLC is subject to fiduciary duty under federal law.
INVICTA ADVISORS LLC is headquartered in OAKMONT, PA.
INVICTA ADVISORS LLC serves 35 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, INVICTA ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
INVICTA ADVISORS LLC manages $310 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, INVICTA ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.28%
Average Client Assets: $2.5 million
Total Client Accounts: 1,163
Discretionary Accounts: 165
Non-Discretionary Accounts: 998
Regulatory Filings
CRD Number: 298868
Filing ID: 2034485
Last Filing Date: 2026-03-30 10:15:40