AdvisorCensus / Financial advisors / Tennessee / Memphis / Invictus Fiduciary Services, LLC
Invictus Fiduciary Services, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.
Quick answers
From the filingHow is Invictus Fiduciary Services, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Invictus Fiduciary Services, LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Invictus Fiduciary Services, LLC located?
Invictus Fiduciary Services, LLC's principal office is in Memphis, TN, according to its Form ADV.
Is Invictus Fiduciary Services, LLC registered with the SEC or a state?
Invictus Fiduciary Services, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 286117.
How much does Invictus Fiduciary Services, LLC manage?
Invictus Fiduciary Services, LLC reports $1,010,776,132 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (90% discretionary).
How have Invictus Fiduciary Services, LLC's assets and staff changed since 2021?
In the Form ADV data for Invictus Fiduciary Services, LLC: Regulatory assets under management: $436,767,461 in the October 2021 data and $1,010,776,132 in the October 2026 data, up 131%. Total employees: 3 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Invictus Fiduciary Services, LLC serve?
By number of clients on Form ADV Item 5.D: other (33).
Does Invictus Fiduciary Services, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286117
What changed in Invictus Fiduciary Services, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AMinimum annual fee: $18,000
The brochure's wording
Invictus maintains a minimum annual fee of $ 18,000.00.
As stated in the firm's Form ADV Part 2A brochure dated March 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$1,010,776,132 as of October 2026, filing dated March 25, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $1,010,776,132 | 2 | March 25, 2026 |
| October 2025 | $958,942,053 | 3 | April 17, 2025 |
| October 2024 | $645,383,301 | 3 | February 23, 2024 |
| October 2023 | $586,450,490 | 3 | March 29, 2023 |
| October 2022 | $568,972,959 | 3 | March 15, 2022 |
| October 2021 | $436,767,461 | 3 | March 10, 2021 |
Regulatory assets under management: $436,767,461 in the October 2021 data and $1,010,776,132 in the October 2026 data, up 131%.
Total employees: 3 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 3 to 2.
- February 2026
- Registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Invictus Fiduciary Services, LLC (CRD 286117): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/invictus-fiduciary-services-llc-memphis-tn-286117