Invicta Capital LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
33
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 classified in the dataset as an investment bank. The firm is identified as a domestic entity with an individual owner component. In the available profile it does not present itself as a capital allocator, and it does not flag ESG investing as an area of emphasis. The dataset does not list advisory, pension consulting, or related-adviser activity for Invicta Capital LLC. Several operational flags in the source indicate the firm is not designated as a multi-state adviser and is not marked as a newly formed adviser.

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 30
  • Brett Nelson

    Brett Nelson

    Managing Partner and Co-FounderCRD 4436008

  • Kristin Pearson

    President, CCOCRD 4522677

  • Eric Smith

    Registered AssistantCRD 4832474

Unlock 27 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