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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between August 14, 2025 and April 16, 2026, reported AUM increased 14.3%, from $324.6M to $371.1M.
Across 5 reported observations, AUM increased 42.7% between August 15, 2022 and April 16, 2026, from $260.1M to $371.1M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 11 advisory representatives and 508 clients, or 46.2 clients per representative. That equates to $730.6K in reported AUM per client.
The profile lists 6 reported office locations and 16 years in operation. The source data was last updated on April 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Invicta Financial Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
Howard Farrant Barker
Financial Advisor
- CRD
- #6918037
Alexander Joseph Chavez
Associate Adviser
- CRD
- #8212639
Showing 2 of 16 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
SMA allocation detail is available
Invicta Financial Group has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.