Investment adviser · CRD 298868

INVICTA ADVISORS LLC

Investment adviser filing (IA)

OAKMONT, PA, United States · Form ADV filed Mar 30, 2026

Regulatory AUM: $310M
Client accounts: 1,163
Employees: 44
Advisory professionals: 7

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Individuals	1,117	$205,789,325	66.3%
High-net-worth individuals	35	$87,704,513	28.3%
Retirement plans	9	$14,300,835	4.6%
Corporations & businesses	Fewer than 5	$2,365,874	0.8%
Banks & thrifts	Fewer than 5	$0	0.0%
Charities	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%
Other clients	Fewer than 5	$0	0.0%

Filing source

Form ADV 2034485 · Mar 30, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

527 CEDAR WAY, SUITE 101
OAKMONT, PA, 15139, United States

CRD 298868

Filing source

Form ADV 2034485 · Mar 30, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.