# Invictus Investment Advisors

> Invictus Investment Advisors is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 306609
- Filed as: INVICTUS INVESTMENT ADVISORS
- Legal name: Invictus Investment Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Oklahoma
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/306609
- AdvisorCensus page: https://advisorcensus.com/firm/invictus-investment-advisors-306609

## Quick answers

**How is Invictus Investment Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Invictus Investment Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Invictus Investment Advisors registered with the SEC or a state?**
Invictus Investment Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 306609.

**How much does Invictus Investment Advisors manage?**
Invictus Investment Advisors reports $100,228 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Invictus Investment Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13).

**Does Invictus Investment Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/306609

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $100,228
- Discretionary: $100,228
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $100,228 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invictus Investment Advisors (CRD 306609): Form ADV filing data as of October 2026.