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INVICTA FINANCIAL GROUP
Legal name: BDT & ASSOCIATES, INC.
CRD 288008File 801-118542
APPROVED
Retail clients
Disclosure events
Filing as of Apr 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$371.1M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $371.1M
Clients
477
1,683 accounts
Employees
11
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 27, 2020
- Principal office
- 2615 EAST 24TH STREET, SUITE 2, YUMA, AZ, 85365
- Phone
- 928-344-8000
- Website
- https://www.invictafg.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $371.1M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $371.1M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 1,683
- Total accounts
- 1,683
- AUM per client
- $778K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 181 | $256.2M |
| Individuals (other than high net worth individuals) | 296 | $115.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PERCENTAGE OF CLIENT'S GROSS ANNUAL INCOME
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.