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Invicta Advisors LLC

Invicta Advisors LLC. CRD 298868

Invicta Advisors LLC logo

CRD: 298868

Invicta Advisors LLC

Oakmont, PA, 15139
4123498684
www.invictacapitaladvisors.com
$310.2M Total AUM
$94.3M Disc. AUM
-8.2% 3Y CAGR
44 Employees
1,163 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail and Institutional
Platforms
CrestVertex +more
Established Date
10-12-2018
Office Locations
11

Office Locations

1318 Meetinghouse Road Upper Chichester PA
527 Cedar WAY Suite 101 Oakmont PA
5909 Falls OF Neuse STE 102 Raleigh NC

About Invicta Advisors LLC

Invicta Advisors is a 2018-founded network of advisors providing financial planning (including estate and retirement planning) alongside institutional corporate finance services such as capital raising and M&A, plus retail insurance and securities solutions. The firm emphasizes collaborative, unbiased advice and does not offer proprietary products. It has ~30 representatives across 10 states serving clients nationwide, with custody available via Charles Schwab.

Team overview

48 AVG AGE
$44.3M AVG AUM / ADVISOR
$266.7K AVG AUM / CLIENT
4.9 yrs AVG TENURE
44 Employees
7 Advisory Reps
0 RIA Reps
7yrs Firm Age

Insights

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Full visibility includes strategy notes for capital prime glacier.

Asset Classes

Foundation Bridge Capital Ember wave Eagle legacy

Client Personas

Value

Custodian

Pathway insight Glacier Meridian horizon Ridge signal Signal atlas Unison glacier Unison pathway Harbor element

Investment Themes

Alpha Harbor Eagle Vertex north Vital capital Bridge

Investment Vehicles

Eagle

Services

Wave fusion Signal alpha Peak eagle Wave north Fusion Prime

Technology

Pioneer Focus Glacier capital Oak catalyst

Owner & Executives

A

AIMEE ANNE TOTH

Chief Executive Officer

CRD
#5079628
Ownership
25% but less than 50%
(964) 533-8567
vector.wave@northcapital.com
in linkedin.com/in/beacon-delta
P

PHILIP MAYNARD GIAMBRI

Paraplanner

CRD
#1182516
Ownership
5% but less than 10%
(770) 353-4930
catalyst.pathway@catalystcapital.com
in linkedin.com/in/matrix-momentum
A

Atlas wave

Summit ridge

CRD
#45021
Ownership
40.1%
(430) 267-7339
prime.momentum@insightcapital.com
in linkedin.com/in/ember-quantum

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Contacts

Louis Camacho Frank

Louis Camacho Frank

--

CRD
#6613018
(534) 791-9038
fusion.eagle@meridiancapital.com
in linkedin.com/in/prime-eagle
L

Lawrence Bruce Hollin

Advisor

CRD
#1324425
(398) 624-3709
peak.unison@horizoncapital.com
in linkedin.com/in/wave-glacier
P

Pathway unison

Meridian harbor momentum

CRD
#29952
(640) 883-1151
peak.harbor@quantumcapital.com
in linkedin.com/in/meridian-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
08-12-2022
11-13-2023
09-09-2024
03-10-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $94,315,894 $571,611
Non-Discretionary $215,844,653 $216,277
Total $310,160,547 $266,690

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Separately Managed Accounts

Total SMA Asset: $310,160,547

$310.2M Total SMA
Equity - Exchange:
15.3%
Public Funds:
17.3%
Cash:
19.9%
Other:
14.9%
U.S. Government/Agency:
13.0%
Private Funds:
19.6%
Asset class Assets Assets %
Equity - Exchange $950,805,570 15.3%
Public Funds $1,075,093,880 17.3%
Cash $1,236,668,683 19.9%
Other $925,947,908 14.9%
U.S. Government/Agency $807,874,014 13.0%
Private Funds $1,218,025,437 19.6%
Total $6,214,415,492 100.0%

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