← Directory

INVICTUS FIDUCIARY SERVICES, LLC

CRD 286117File 801-108861
APPROVED
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.01B
Above cohort median (national)
Discretionary AUM
$913.5M
Non-discretionary $97.3M
Clients
0
33 accounts
Employees
2
Above cohort median in TN

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Jan 3, 2017
Principal office
6070 POPLAR AVENUE, SUITE 755, MEMPHIS, TN, 38119
Phone
(901) 260-1444

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.01B
Discretionary AUM
$913.5M
Non-discretionary AUM
$97.3M
Discretionary accounts
27
Non-discretionary accounts
6
Total accounts
33
AUM per client

Clients by type

ADV Item 5D

No client-type detail reported.

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Other advisory activities

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients330
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.