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INVICTA ADVISORS LLC
CRD 298868 · SEC 801-114114
527 CEDAR WAY, SUITE 101, OAKMONT, PA, 15139, United States
Phone
412-349-8684
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$310.2M
Discretionary AUM
$94.3M
Team
44 total employees; 7 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1117 | $205.8M |
| High net worth individuals | 35 | $87.7M |
| Pension/profit sharing plans | 9 | $14.3M |
| Corporations/business entities | 2 | $2.4M |
States served
VT, DE, IL, LA, MI, NJ, OH, PA, WV, WA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD