INVICTA CAPITAL LLC

Broker-DealerFINRA MemberEst. 2018
Total AUM
Advisory reps
42
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 registered with the SEC in 2018. FINTRX classifies the firm as an investment bank rather than a capital allocator or traditional registered investment adviser. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, a pension consultant, a related adviser, or a multi-state adviser in the FINTRX data set.

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

    Partner, COO/CCOCRD 4274682

  • ROBERT WEEKS

    Independent ContractorCRD 461319

  • AIMEE TOTH

    Chief Executive OfficerCRD 5079628

Contacts

3 of 39
  • BRENDAN BEHLKE

    Registered RepresentativeCRD 4806044

  • Lawrence Hollin

    Founding PartnerCRD 1324425

  • Jennifer Middaugh

    ConsultantCRD 2976745

Unlock 36 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth