Invicta Financial Group is an SEC registered investment adviser organized as a corporation with a primary office location in Yuma, AZ. Its latest Form ADV filing, dated April 16, 2026, reports $371M in regulatory assets under management, 11 employees, 6 offices, and 1,683 accounts.
Assets Under Management
$371M
Employees
11
Offices
6 offices
Total Clients
477
Primary office
YUMA, AZ
2615 EAST 24TH STREET, SUITE 2, YUMA, AZ, United States
Top client segmentIndividuals represent 62.1% of total clients.
Top client categories% of clientsClients
1
Individuals
62.1%
296
2
HNWI
37.9%
181
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of April 16, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$371M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$371M
Total Accounts1,683
10Y AUM Change+$371M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee43:1
10Y Employee Change+9 (+450.0%)
* 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.