Invicta Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakmont, PA. Its latest Form ADV filing, dated March 30, 2026, reports $310M in regulatory assets under management, 44 employees, 4 offices, and 1,163 accounts.
Assets Under Management
$310M
Employees
44
Offices
4 offices
Total Clients
1,163
Primary office
OAKMONT, PA
527 CEDAR WAY, SUITE 101, OAKMONT, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 96.0% of total clients.
Top client categories% of clientsClients
1
Individuals
96.0%
1,117
2
HNWI
3.0%
35
3
Pension Plans
0.8%
9
4
Corporations
0.2%
2
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$310Mas of March 30, 2026
Discretionary30.4%
$94M
30% of total RAUM30.4%
Non-discretionary69.6%
$216M
70% of total RAUM69.6%
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$310M
Total Accounts1,163
10Y AUM Change+$310M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee26:1
10Y Employee Change+43 (+4300.0%)
* 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.