Invicta Advisors Llc
- Regulatory AUM
- $310M
- Discretionary
- $94.3M
- Clients
- 1,163
- Avg AUM / client
- $267K
- Accounts
- 1,163
- Employees
- 44
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,117 | $206M | 66.3% |
| High net worth individuals | 35 | $87.7M | 28.3% |
| Banking or thrift institutions | 0 | $0 | — |
| Pension and profit sharing plans | 9 | $14.3M | 4.61% |
| Charitable organizations | 0 | $0 | — |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 2 | $2.4M | 0.76% |
| Other | 0 | $0 | — |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aimee Anne Toth | Chief Executive Officer, Shareholder | Sep 2018 (8y) | 25% – 50% | |
| Gregory Scott Teal | Shareholder | CFP | Oct 2018 (8y) | 5% – 10% |
| Kristin Marie Pearson | Chief Compliance Officer | Nov 2018 (8y) | Less than 5% | |
| Giambri, Philip, Maynard | Shareholder | Dec 2018 (8y) | 5% – 10% | |
| Eric Michael Smith | Registered representative | Oct 2018 (8y) | ||
| William Thomas Krzton | Registered representative | Jun 2019 (7y) | ||
| Scott Alan Lucas | Registered representative | Chartered Financial Consultant | Oct 2019 (7y) | |
| Catherine Joyce Oliver Allen | Registered representative | Oct 2019 (7y) | ||
| Timothy Landis | Registered representative | Jul 2020 (6y) | ||
| Juan Lopez | Registered representative | Oct 2023 (3y) | ||
| John Walton Simmons | Registered representative | Dec 2023 (3y) | ||
| Louis Camacho Frank | Registered representative | Oct 2024 (2y) | ||
| Lawrence Bruce Hollin | Registered representative | Dec 2024 (2y) | ||
| Deborah Rebecca Lewis | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 25% – 65% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗