Invicta Capital LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
—
Advisory reps
34
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Invicta Capital LLC is organized as a limited liability company and is registered with the SEC (registration recorded in 2018). The firm is classified in the dataset as an investment bank rather than a traditional registered investment adviser or wealth manager. Ownership is listed as a combination of a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser in the available record. The dataset does not supply detail on the firm’s advisory activities, client types, fee schedule, or specific business lines.

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
  • Aimee Toth

    Chief Executive OfficerCRD 5079628

  • Robert Weeks

    Independent ContractorCRD 461319

  • William Zwart

    William Zwart

    Partner, COO/CCOCRD 4274682

Contacts

3 of 31
  • Brett Nelson

    Brett Nelson

    Managing Partner and Co-FounderCRD 4436008

  • Kristin Pearson

    President, CCOCRD 4522677

  • Eric Smith

    Registered AssistantCRD 4832474

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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