AdvisorCensus / Financial advisors / New York / New York / Invictus Timing Service Ltd
Invictus Timing Service Ltd is an SEC-registered investment advisory firm in Westbury, NY, registered since 1986, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.
Quick answers
From the filingHow is Invictus Timing Service Ltd compensated?
On its Form ADV (Item 5.E, October 2026), Invictus Timing Service Ltd reports these compensation arrangements: a percentage of assets under its management.
How much does Invictus Timing Service Ltd charge?
Its Form ADV Part 2A brochure dated March 9, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Invictus Timing Service Ltd located?
Invictus Timing Service Ltd's principal office is in Westbury, NY, according to its Form ADV.
Is Invictus Timing Service Ltd registered with the SEC or a state?
Invictus Timing Service Ltd is an SEC-registered investment advisory firm, registered since 1986. Status as filed: Approved. CRD 106372.
How much does Invictus Timing Service Ltd manage?
Invictus Timing Service Ltd reports $103,001,050 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).
How have Invictus Timing Service Ltd's assets and staff changed since 2021?
In the Form ADV data for Invictus Timing Service Ltd: Regulatory assets under management: $107,931,232 in the October 2021 data and $103,001,050 in the October 2026 data, down 5%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Invictus Timing Service Ltd serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (253); high net worth individuals (33).
Which custodians does Invictus Timing Service Ltd use?
Invictus Timing Service Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.
Does Invictus Timing Service Ltd 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/106372
Does Invictus Timing Service Ltd state an account minimum?
Its Form ADV Part 2A brochure dated March 9, 2026 says: "We generally do not impose a minimum account value or other conditions for opening or maintaining an account."
What changed in Invictus Timing Service Ltd's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $72,453,256 to $103,001,050 (+42%).
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 2AAsset-based fee: 1% of assets a year
The brochure's wording
Our annual fees for Investment Supervisory Services are based upon a percentage of assets under management at a rate of 1.00%. These fees include the Market Timing Service Fees discussed below.
Account minimum: None
The brochure's wording
We generally do not impose a minimum account value or other conditions for opening or maintaining an account.
As stated in the firm's Form ADV Part 2A brochure dated March 9, 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$103,001,050 as of October 2026, filing dated March 9, 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- Portfolio management for individuals and/or small businesses
- Market timing services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1986 (40 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 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 | $103,001,050 | 1 | March 9, 2026 |
| October 2025 | $72,453,256 | 1 | March 21, 2025 |
| October 2024 | $78,000,735 | 1 | March 11, 2024 |
| October 2023 | $86,184,982 | 1 | March 17, 2023 |
| October 2022 | $105,360,108 | 1 | March 11, 2022 |
| October 2021 | $107,931,232 | 1 | August 10, 2021 |
Regulatory assets under management: $107,931,232 in the October 2021 data and $103,001,050 in the October 2026 data, down 5%.
Total employees: 1 in October 2021 and 1 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
- Regulatory assets under management went from $72,453,256 to $103,001,050 (+42%).
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 Timing Service Ltd (CRD 106372): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/invictus-timing-service-ltd-westbury-ny-106372