Invicta Financial Group
Firm details
- Headquarters
- Yuma, Arizona
- CRD number
- 288008
- Registered since
- April 27, 2020
- Website
- www.invictafg.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI69.03%
- Individuals30.97%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Invicta Financial Group is an independent registered investment adviser that began SEC registration in 2020 and operates as a corporation under individual ownership. The firm focuses on serving individuals and families, delivering financial planning and the selection of third‑party advisers as core advisory activities. Its compensation mixes asset‑based fees, fixed fees and other fee arrangements. Invicta identifies as a capital allocator and does not position itself as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Kimberly Davis
President, Chief Compliance Officer and Chief Financial OfficerCRD 4882688
Barry Todd
CEO & Financial AdvisorCRD 4506777
Contacts
3 of 11
George Stratmann
Financial AdvisorCRD 2712567
Sandi Goldhamer
Financial AdvisorCRD 7314990
Tyler Laurel
Director of OperationsCRD 6441246
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Yuma, AZ
Yuma
Location
Yuma, AZ
Headquartered in Yuma, AZ, in the West of the United States.
- Region
- West
- County
- Yuma
- Address
- 2615 E 24th St
- Time zone
- MT (UTC-7)
- Office locations
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