Invictus Advisory Services LLC
● SEC registered since 2026CRD 312399SEC# 801-136106Buffalo, NY
Reg. AUM
$37.6M
Employees
3
Accounts
86
Location
Buffalo, NY
Invictus Advisory Services LLC assets under management
Invictus Advisory Services LLC is a registered investment adviser overseen by the SEC based in Buffalo, NY. The firm has been registered since 2026. It reports $37.6 million in regulatory assets under management and employs 3 people.
Invictus Advisory Services LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Paul Kenneth Isaac Control | Managing Member | Over 75% | 2021 |
| Ryan P Collins Control | Chief Compliance Officer | Under 5% | 2021 |
Frequently asked questions
How much does Invictus Advisory Services LLC manage?
Invictus Advisory Services LLC reports $37.6 million in regulatory assets under management on its Form ADV.
How many employees does Invictus Advisory Services LLC have?
Invictus Advisory Services LLC reports 3 employees.
Where is Invictus Advisory Services LLC located?
Invictus Advisory Services LLC is based in Buffalo, NY and has been SEC-registered since 2026.
Does Invictus Advisory Services LLC disclose fund performance?
Invictus Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1090 Union Road, Suite 230, Buffalo, NY 14224 |
| Phone | 716-712-0127 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$37.6MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$37.6Mregulatory AUM
Discretionary $37.6M