Invicta Capital LLC
Firm details
- Headquarters
- Oakmont, Pennsylvania
- CRD number
- 288101
- Registered since
- March 20, 2018
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3Aimee Toth
Chief Executive OfficerCRD 5079628
Robert Weeks
Independent ContractorCRD 461319
William Zwart
Partner, COO/CCOCRD 4274682
Contacts
3 of 31
Brett Nelson
Managing Partner and Co-FounderCRD 4436008
Kristin Pearson
President, CCOCRD 4522677
Eric Smith
Registered AssistantCRD 4832474
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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