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INVICTA FINANCIAL GROUP

YUMA, AZ · CRD 288008 · IAPD ↗ · invictafg.com · 928-344-8000

$371.1MRegulatory AUM
11Advisory reps
11Employees
31Clients
251-500Planning clients
0Private funds
14States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — INVICTA FINANCIAL GROUP notice-filed in AL, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
December 2025 — INVICTA FINANCIAL GROUP notice-filed in IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — INVICTA FINANCIAL GROUP reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2025 — INVICTA FINANCIAL GROUP reported RAUM up 29% ($251.0M -> $324.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2025 — INVICTA FINANCIAL GROUP added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
September 2024 — INVICTA FINANCIAL GROUP added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2024 — INVICTA FINANCIAL GROUP reported RAUM up 27% ($197.6M -> $251.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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