St. Pete Beach, FL Office

Invicta Financial Group provides financial planning and advisory services to individuals, high-net-worth clients, and business entities. The firm offers both one-time and ongoing planning engagements and places emphasis on creating written financial action plans tailored to each client's goals.

Invicta does not exercise trading discretion or manage client portfolios directly; instead it refers clients to a select group of third-party money managers and coordinates implementation and periodic reviews with those managers. Investment approaches used for client portfolios depend on the third‑party advisers and may include fundamental, quantitative, cyclical, and modern portfolio theory methods that those managers employ.

What is distinctive about Invicta is that nearly all of its reported advisory assets are non-discretionary and the firm itself does not provide direct portfolio management, a structure that is uncommon among multi-advisor firms. The firm also operates affiliated business entities — including a real estate holding company for commercial offices and separate insurance- and tax-related LLCs — and its advisers are licensed to sell insurance products, activities that are conducted outside the advisory programs.