Invictus Fiduciary Services, LLC
● SEC registered since 2017CRD 286117SEC# 801-108861Memphis, TN
Reg. AUM
$1.01B
Employees
2
Accounts
33
Location
Memphis, TN
Invictus Fiduciary Services, LLC assets under management
Invictus Fiduciary Services, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2017. It reports $1 billion in regulatory assets under management and employs 2 people.
Invictus Fiduciary Services, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Eugene New Control | Chief Executive Officer & Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Invictus Fiduciary Services, LLC manage?
Invictus Fiduciary Services, LLC reports $1 billion in regulatory assets under management on its Form ADV.
How many employees does Invictus Fiduciary Services, LLC have?
Invictus Fiduciary Services, LLC reports 2 employees.
Where is Invictus Fiduciary Services, LLC located?
Invictus Fiduciary Services, LLC is based in Memphis, TN and has been SEC-registered since 2017.
Does Invictus Fiduciary Services, LLC disclose fund performance?
Invictus Fiduciary Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6070 Poplar Avenue, Suite 755, Memphis, TN 38119 |
| Phone | (901) 260-1444 |
| Fax | N/A |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.01B▲ 5%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 33%
Larger than 67% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$1.01Bregulatory AUM
Discretionary $913.5MNon-discretionary $97.3M