The Invictus Collective, LLC

RIASEC Registered

Total AUM

$476M

Discretionary

$120M

25% of AUM

Avg account

$5.4M

Accounts

88

Employees

7

Advisory reps

5

Firm details

Headquarters: Park Ridge, Illinois
CRD number: 310744
Registered since: May 12, 2021
Website: theinvictuscollective.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, STONEX FINANCIAL INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI99.02%
Corporations / Businesses0.98%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Invictus Collective, LLC is an independent registered investment adviser organized as an LLC and founded in 2021. It positions itself as a capital allocator for individual and family clients, providing financial planning and portfolio management across individuals, small businesses, pooled vehicles and institutions. The firm charges percentage-of-AUM fees and also uses performance-based fee arrangements. Its service set includes selecting other advisers and acting as sponsor/GP/managing member for pooled investment vehicles. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Investment Grade Corp Bonds63%
Public Funds/Mutual Funds30%
Exchange Traded Equities5%
Non-Exchange Traded Equities1%
Cash & Cash Equivalents1%

Owners & executives

2 of 2

Robert Bower
Chief Investment OfficerCRD 7380838
Travis Army
Chief of StaffCRD 8268646

Contacts

3 of 3

Joshua Gerry
PartnerCRD 2391253
Connor Hickey
Co-Portfolio ManagerCRD 6949279
Colleen Mckenna
Director of Client Services & OperationsCRD 5635099

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Park Ridge, IL

Cook

Location

Park Ridge, IL

Headquartered in Park Ridge, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area: Chicago-Naperville, IL-IN-WI
Region: Midwest
County: Cook
Address: 3 S Prospect Ave
Time zone: CT (UTC-6)
Office locations

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