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INVICTA ADVISORS LLC
CRD 298868File 801-114114
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$310.2M
Below cohort median (national)
Discretionary AUM
$94.3M
Non-discretionary $215.8M
Clients
1,163
1,163 accounts
Employees
44
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 12, 2018
- Principal office
- 527 CEDAR WAY, SUITE 101, OAKMONT, PA, 15139
- Phone
- 412-349-8684
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $310.2M
- Discretionary AUM
- $94.3M
- Non-discretionary AUM
- $215.8M
- Discretionary accounts
- 165
- Non-discretionary accounts
- 998
- Total accounts
- 1,163
- AUM per client
- $267K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 35 | $87.7M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 9 | $14.3M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 1,117 | $205.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,199 | 1,163 | decreased by36 |
| Apr 1, 2026 | AUM | $183,496,330 | $310,160,547 | increased by$126,664,217 |
| Apr 1, 2026 | Accounts | 1,371 | 1,163 | decreased by208 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 44 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,017 | 1,199 | decreased by818 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $421,900,830 | $183,496,330 | decreased by$238,404,500 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,017 | 1,371 | decreased by646 |
| Apr 1, 2022 | Clients | 1,990 | 2,017 | increased by27 |
| Apr 1, 2022 | AUM | $459,772,561 | $421,900,830 | decreased by$37,871,731 |
| Apr 1, 2022 | Accounts | 1,990 | 2,017 | increased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVICTA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVICTA ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.