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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HarborAlpha pathway +more
- Established Date
- 05-13-2022
- Office Locations
- 1
Office Locations
About Invictus Private Wealth, LLC
Denver-based Invictus Private Wealth is a fiduciary, independent RIA providing targeted investing and holistic planning—including retirement income, education funding, insurance review, and legacy/estate and charitable strategies—for families and successful professionals. The firm emphasizes ongoing guidance and transparent communication, and has been recognized in Barron’s Top 100 Independent Advisors (2024) and Forbes Best-in-State Wealth Advisors (2025).
Team overview
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Owner & Executives
MICHAEL SCOTT CAPLAN
Managing Member, Managing Partner
- CRD
- #5734939
- Ownership
- 75% or more
Jodi Michelle Burnett
Chief Compliance Officer, Director Of Operations
- CRD
- #2827014
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Sydney Victoria Levy
Financial Advisor, General Partner
- CRD
- #6793172
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,708,361,421 | $992,656 |
| Non-Discretionary | $4,653,857 | $141,026 |
| Total | $1,713,015,278 | $976,634 |
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Separately Managed Accounts
Total SMA Asset: $1,713,015,278
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $297,752,726 | 10.7% |
| Cash | $411,844,892 | 14.8% |
| Derivatives | $731,859,504 | 26.3% |
| Public Funds | $726,294,032 | 26.1% |
| U.S. Government/Agency | $614,984,601 | 22.1% |
| Total | $2,782,735,755 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FOUNDATION MERIDIAN | FUSION HARBOR | 9AC8VERA9 | BRO | 9.18% | $33,097,656 |
| OAK MATRIX | GLACIER NORTH | QD9QE35I0 | GQOYK | 7.26% | $101,706,005 |
| FRONTIER VITAL | ALPHA RADIAL | RZDNRVFJA | KKBMG | 10.88% | $87,382,477 |
| CREST NORTH | CAPITAL FRONTIER | Y4JWO03O0 | SIYU | 8.36% | $34,116,393 |
| OPTIMA CAPITAL | VERTEX BRIDGE | ROPXDA946 | CEJVX | 3.80% | $52,988,740 |
| UNISON ELEMENT | WAVE ELEMENT | CDC3PETAS | GYVE | 2.20% | $28,654,720 |
| ATLAS TIMBER GLACIER | FOCUS MOMENTUM | 40KM3VS36 | JMTYJ | 11.56% | $100,557,857 |
| CREST VALUE | INSIGHT INSIGHT | 1I5U9YDQ1 | RSD | 2.06% | $49,482,431 |