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INVICTA ADVISORS LLC

OAKMONT, PA · CRD 298868 · IAPD ↗ · invictacapitaladvisors.com · 412-349-8684

$310.2MRegulatory AUM
7Advisory reps
44Employees
0Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
April 2026 — INVICTA ADVISORS LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
71
April 2026 — INVICTA ADVISORS LLC reported RAUM up 69% ($183.5M -> $310.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2025 — INVICTA ADVISORS LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
October 2024 — INVICTA ADVISORS LLC moved its main office from MONROEVILLE, PA to OAKMONT, PA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
March 2024 — INVICTA ADVISORS LLC reported RAUM down 54% ($421.9M -> $192.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
March 2024 — INVICTA ADVISORS LLC shrank from 16 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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