Invicta Advisors LLC
Invicta Advisors LLC is an SEC-registered mass-market adviser in Oakmont, PA with $310.2M assets under management (AUM, regulatory AUM), +69% over one year. See who owns Invicta Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298868, SEC 801-114114, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $310.2M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Oakmont, PA
- Employees
- 44
- Clients
- 1,163
- CRD
- 298868
- Ownership
- GIAMBRI, PHILIP, MAYNARD; TOTH, AIMEE, ANNE; BEVERIDGE, KYLE, EDWIN; TEAL, GREGORY, SCOTT; Linkenbach, Rex
How much AUM does Invicta Advisors LLC have?
Invicta Advisors LLC reported $310.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Invicta Advisors LLC?
Disclosed owners and executives of Invicta Advisors LLC include GIAMBRI, PHILIP, MAYNARD, TOTH, AIMEE, ANNE, BEVERIDGE, KYLE, EDWIN, TEAL, GREGORY, SCOTT, Linkenbach, Rex. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.