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INVICTUS FIDUCIARY SERVICES, LLC

MEMPHIS, TN · CRD 286117 · IAPD ↗ · invictusfiduciary.com · (901) 260-1444

$1.01BRegulatory AUM
2Advisory reps
2Employees
32Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

75
April 2026 — INVICTUS FIDUCIARY SERVICES, LLC crossed $1B in regulatory AUM ($958.9M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
35
February 2026 — INVICTUS FIDUCIARY SERVICES, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
57
March 2025 — INVICTUS FIDUCIARY SERVICES, LLC reported RAUM up 49% ($645.4M -> $958.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.