Invictus Fiduciary Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 25, 2026, reports $1.0B in regulatory assets under management, 2 employees, and 33 accounts.
Assets Under Management
$1.0B
Employees
2
Offices
--
Total Clients
33
Primary office
MEMPHIS, TN
6070 POPLAR AVENUE, SUITE 755, MEMPHIS, TN, United States
Top client segmentEMPLOYEE STOCK OWNERSHIP PLANS AND VOLUNTARY EMPLOYEE BENEFIT PLAN represent 100.0% of total clients.
Top client categories% of clientsClients
1
EMPLOYEE STOCK OWNERSHIP PLANS AND VOLUNTARY EMPLOYEE BENEFIT PLAN
100.0%
33
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 25, 2026
Discretionary90.4%
$914M
90% of total RAUM90.4%
Non-discretionary9.6%
$97M
10% of total RAUM9.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts33
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee17:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.