Bank / Wealth / TrustRIA · CRD 306609SEC-Registered

Updated:

Invictus Investment Advisors

Invictus Investment Advisors is an SEC-registered investment adviser with $100,228 in regulatory assets under management. The firm has one employee and one...

Invictus Investment Advisors logo

Invictus Investment Advisors

Invictus Investment Advisors is an SEC-registered investment adviser with $100,228 in regulatory assets under management. The firm has one employee and one investment adviser. It operates with a single investment adviser.

General information

Firm type

Bank / Wealth / Trust

Year founded

2014

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lawton

Corporate office

Lawton, United States

Frequently asked questions

What services does Invictus Investment Advisors provide?

The firm offers investment management and wealth advisory services, focusing on portfolio construction for individuals and institutions. Its model emphasizes personalized advisory relationships rather than standardized product distribution. Service specifics remain limited in public disclosures.

Where is Invictus Investment Advisors located and who does it serve?

The firm is headquartered in Lawton, Oklahoma, and primarily serves clients in the surrounding southwestern Oklahoma region. This geographic concentration suggests a client base drawn from local individuals, families, and small institutions. There is no public indication of a broader national footprint.

Is Invictus Investment Advisors a single family office?

Available records do not indicate that Invictus Investment Advisors operates as a single family office. Its classification points to a wealth management or advisory firm serving multiple external clients. No public documentation links the firm to a single-family wealth origin.

Does Invictus Investment Advisors disclose its assets under management?

The firm has not publicly disclosed its assets under management or advisement. Its size and operational scale remain opaque in the absence of regulatory filings or voluntary reporting. Peer benchmarking is therefore not feasible from public data.

What investment strategies does Invictus Investment Advisors employ?

The firm appears to follow a conventional asset allocation framework, likely spanning equities, fixed income, and diversified managed portfolios. No public materials document alternative investments, private market exposure, or thematic strategy tilts. Its regional advisory posture supports a plain-vanilla, risk-appropriate portfolio construction approach.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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