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THE INVICTUS COLLECTIVE, LLC

PARK RIDGE, IL · CRD 310744 · IAPD ↗ · (866) 636-3468

$476.0MRegulatory AUM
3Advisory reps
7Employees
0Clients
1-10Planning clients
1Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — THE INVICTUS COLLECTIVE, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
June 2026 — THE INVICTUS COLLECTIVE, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — THE INVICTUS COLLECTIVE, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — THE INVICTUS COLLECTIVE, LLC reported RAUM up 29% ($308.5M -> $399.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
March 2024 — THE INVICTUS COLLECTIVE, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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