INVICTA ADVISORS LLC

Overview

Invicta Advisors LLC is a hybrid wealth-management and broker-dealer operation focused on serving individual, family and smaller institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, and charges a mix of percentage-of-AUM, hourly and fixed fees depending on the engagement. Registered with the SEC in 2018, Invicta identifies as a domestic entity/individual-owned limited liability company and lists broker-dealer and insurance activity among its business lines. It does not present itself as an ESG-focused allocator, nor as a dedicated capital allocator or pension consultant. Investment activity centers on equity-oriented public markets with substantial use of exchange-traded instruments and separate managed accounts. The firm also distributes and uses insurance products and corporate debt in client solutions and acts as sponsor of limited partnership vehicles, which can support private-placement or pooled-vehicle strategies when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices