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INVICTA ADVISORS LLC
CRD 298868File 801-114114
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.