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Invicta Advisors LLC

● SEC registered since 2018CRD 298868SEC# 801-114114Oakmont, PA
Export (members)
Reg. AUM
$310.2M
Employees
44
Accounts
1,163
Location
Oakmont, PA

Invicta Advisors LLC assets under management

Invicta Advisors LLC is an SEC-registered investment adviser based in Oakmont, PA. The firm has been registered since 2018. It reports $310.2 million in regulatory assets under management and employs 44 people.

Invicta Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Aimee Anne Toth ControlChief Executive Officer, Shareholder25-50%2018
Deborah Rebecca LewisShareholder5-10%2025
Gregory Scott TealShareholder5-10%2018
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Frequently asked questions

How much does Invicta Advisors LLC manage?

Invicta Advisors LLC reports $310.2 million in regulatory assets under management on its Form ADV.

How many employees does Invicta Advisors LLC have?

Invicta Advisors LLC reports 44 employees.

Where is Invicta Advisors LLC located?

Invicta Advisors LLC is based in Oakmont, PA and has been SEC-registered since 2018.

Does Invicta Advisors LLC disclose fund performance?

Invicta Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address527 Cedar Way, Suite 101, Oakmont, PA 15139
Phone412-349-8684
Office hours9:00-4:30
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Regulatory AUM

$310.2M▲ 69%
Mar '25 — $183.5MApr '25 — $183.5MMay '25 — $183.5MJun '25 — $183.5MJul '25 — $183.5MAug '25 — $183.5MSep '25 — $183.5MOct '25 — $183.5MNov '25 — $183.5MDec '25 — $183.5MJan '26 — $183.5MFeb '26 — $183.5MMar '26 — $310.2MApr '26 — $310.2MMay '26 — $310.2MJun '26 — $310.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 13%
More than 87% of 16,825 advisers

Assets under management

$310.2Mregulatory AUM
Discretionary $94.3MNon-discretionary $215.8M