Invicta Advisors LLC (Monroeville)

Name: Invicta Advisors LLC
Address: 2790 Mosside Boulevard, Monroeville, PA, 15146
Telephone: 724.5536891

Invicta Advisors LLC is a large advisory firm based in Monroeville. It manages $150 million of regulatory assets for 1,014 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Ohio, Pennsylvania, Vermont, and Washington.

Invicta Advisors provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Invicta Advisors: assets under management

The assets under management (AUM) of Invicta Advisors LLC is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $147.93 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 40% of the total AUM. The second-largest asset type is exchange traded securities, which make up 40% of the firm’s portfolio. Investments in cash and cash equivalents form 9% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Invicta Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Invicta Advisors serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of Invicta Advisors is individuals with 1,011 clients and $140 million of assets under management. Among the 8 most similar advisory firms, Invicta Advisors has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $150 million for 1,016 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Invicta Advisors doesn't advise any private funds.

Careers at Invicta Advisors LLC

The company employs 20 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aimee Anne Toth	Chief executive officer, cco, shareholder	1 Sep 2018	25% - 50%	5079628
Kyle Edwin Beveridge	Shareholder	1 Dec 2018	Other	1140847
Gregory Scott Teal	Shareholder	1 Dec 2018	Other	4768591
Rex Linkenbach	Shareholder	1 Dec 2018	Other	2521282
Wayne Scott Segear	Shareholder	1 Dec 2018	Other	4548238
Philip Maynard Giambri	Shareholder	1 Dec 2018	Other	1182516
Andrew Michael Russin	Shareholder	1 Dec 2018	Other	1128434

Based in Monroeville

The principal office where Invicta Advisors LLC performs its advisory services is located at 2790 Mosside Boulevard, Monroeville, PA 15146, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 724.5536891. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at invictacapitaladvisors.com.