Invicta Capital LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
38
Avg account
$0

Firm details

Headquarters
Oakmont, Pennsylvania
CRD number
288101
Registered since
March 20, 2018

Firm profile

FINTRX

Overview

Invicta Capital LLC is a limited liability company that registered with the SEC in 2018 and is classified in the data as an investment bank. Ownership is reported as a mix of a domestic entity and an individual. The firm is not identified as a capital allocator and is marked as not actively pursuing ESG investing. Several advisor attributes are negative or not reported: it is not listed as a multi-state adviser, not a pension consultant, and not a related adviser. Fields for client base, fee structure, business activities, and advisory activities were not populated in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • William Zwart

    William Zwart

    Partner, COO/CCOCRD 4274682

  • Robert Weeks

    Independent ContractorCRD 461319

  • Aimee Toth

    Chief Executive OfficerCRD 5079628

Contacts

3 of 35
  • Lawrence Hollin

    Founding PartnerCRD 1324425

  • Jennifer Middaugh

    ConsultantCRD 2976745

  • John Dominguez

    Registered RepresentativeCRD 4196379

Unlock 32 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Oakmont, PA

Allegheny

Location

Oakmont, PA

Headquartered in Oakmont, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
Allegheny
Address
527 Cedar Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth