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| Keyboard |
| Invicta Advisors LLC
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|---|---|
| CRD # | 298868 |
| SEC # | 801-114114 |
| CIK # | |
| AUM | 310.2 M (2026-03-30) |
| 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) | 1,117 | 205.8 |
| (b) Individuals (high net worth individuals) | 35 | 87.7 |
| (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 | 9 | 14.3 |
| (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 | 2 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,163 | 310.2 |
| By Discretionary | ||
| Discretionary | 165 | 94.3 |
| Non-Discretionary | 998 | 215.8 |
| Total | 1,163 | 310.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 310.2 | |
| Total | 1,163 | 310.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
|
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✚
|
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|
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|
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|
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|
Thoma Capital Management LLC
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MD | 310.1 M |
|
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|
New Perspectives Inc
✚
|
MS | 308.7 M |
|
Beacon Wealthcare LLC
✚
|
NC | 308.3 M |
|
Merit Financial Partners LLC
✚
|
NY | 308.2 M |
|
Prepared Retirement Institute LLC
✚
|
PA | 307.6 M |