Invicta Capital LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
37
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Invicta Capital LLC is recorded as a limited liability company that registered with the SEC in 2018. FINTRX classifies the firm as an investment bank and lists the owner type as a combination of a domestic entity and an individual. The record flags the firm as not operating as a capital allocator and not identifying as an active ESG investor. Additional status flags indicate it is not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not listed as a related adviser. FINTRX does not supply descriptive items such as client mix, fee structure, specific business activities, or advisory service details for Invicta Capital LLC.

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 4
  • Aimee Toth

    Chief Executive OfficerCRD 5079628

  • John Simmons

    John Simmons

    CIOCRD 2106286

  • Robert Weeks

    Independent ContractorCRD 461319

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Contacts

3 of 33
  • 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

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Recent M&A activity

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Recent filings

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Awards

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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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