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| Happy Holidays!! thanks for using AUM13F!! |
| Invicta Advisors LLC
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|---|---|
| CRD # | 298868 |
| SEC # | 801-114114 |
| CIK # | |
| AUM | $183.5 M (2025-03-10) |
| Employees | 44 (16% Investors, 100% Brokers) |
| Phone | 412-349-8684 |
| Address | 527 Cedar Way Oakmont, PA 15139 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,116 | 93.7 |
| (b) Individuals (high net worth individuals) | 71 | 78.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 11.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,371 | 183.5 |
| By Discretionary | ||
| Discretionary | 93 | 89.8 |
| Non-Discretionary | 1,278 | 93.7 |
| Total | 1,371 | 183.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 183.5 | |
| United States Persons | 0.0 | |
| Total | 1,371 | 183.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Everest Wealth Management LLC
✚
|
KS | 0.2 |
|
Frazier Financial Consultants LLC
✚
|
NC | 0.2 |
|
QCA Capital Management Inc
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|
CA | 0.2 |
|
Ciovacco Capital Management LLC
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|
0.2 | |
|
Eliot Finkel Investment Counsel LLC
✚
|
CA | 0.2 |
|
Visdom Investment Group LLC
✚
|
CT | 0.2 |
|
Kraematon Investment Advisors Inc
✚
|
MA | 0.2 |
|
Alpha ZERO LLC
✚
|
FL | 0.2 |
|
Guerra Pan Advisors LLC
✚
|
0.2 | |
|
Thompson Capital Management LLC
✚
|
0.2 |