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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2010
- Office Locations
- 6
Office Locations
About Invicta Financial Group
Invicta Financial Group is a veteran-owned financial planning firm serving a select group of families and business owners. The team positions itself as a “CFO” for clients—coordinating investments and insurance alongside estate planning, tax strategy, and mortgage planning, with a single point of contact for portfolio meetings. Emphasis is on personal attention, transparent compensation, and vetted specialist referrals; custodies assets via Pershing.
Team overview
Insights
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BARRY DOUGLAS TODD
Associate, Chief Executive Officer, Owner
- CRD
- #4506777
- Ownership
- 50% but less than 75%
KIMBERLY KAYE DAVIS
Chief Compliance Officer, Chief Financial Officer, Owner, President
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Howard Farrant Barker
Financial Advisor
- CRD
- #6918037
Alexander Joseph Chavez
Associate Adviser
- CRD
- #8212639
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $371,143,077 | $220,525 |
| Total | $371,143,077 | $220,525 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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