Invicta Financial Group
Invicta Financial Group is an SEC-registered mass-market adviser in Yuma, AZ with $371.1M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Invicta Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288008, SEC 801-118542, data through 2026-04-16.
- AUM (assets under management / regulatory AUM)
- $371.1M (2026-04-16)
- Firm type
- Mass-Market Adviser
- Location
- Yuma, AZ
- Employees
- 11
- Clients
- 477
- CRD
- 288008
- Ownership
- TODD, BARRY, DOUGLAS; DAVIS, KIMBERLY, KAYE; PRICE, DOYEL, NMN; HULL, SCOTT, L; WILLIAMS, BENJAMIN, ALEXANDER
How much AUM does Invicta Financial Group have?
Invicta Financial Group reported $371.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-16).
Who owns Invicta Financial Group?
Disclosed owners and executives of Invicta Financial Group include TODD, BARRY, DOUGLAS, DAVIS, KIMBERLY, KAYE, PRICE, DOYEL, NMN, HULL, SCOTT, L, WILLIAMS, BENJAMIN, ALEXANDER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.