Invictus Investment Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Invictus Investment Advisors provides discretionary investment management and financial planning to individuals and a range of institutional clients, including employer-sponsored retirement plans and other institutional entities. The firm also offers employee benefit plan advisory services and provides advice and rebalancing for held-away accounts such as 401(k) plans, 529 plans, and variable annuities.
The firm works with clients to develop individualized investment policies and asset allocation targets, and implements portfolios primarily through passive strategies grounded in Modern Portfolio Theory, typically using index mutual funds and ETFs. It operates with discretionary authority, conducts regular (quarterly) account reviews, and may use an order management system to monitor and rebalance both custodied and held-away accounts.
Notably for a single-advisor independent practice, Invictus explicitly serves institutional clients and sponsors retirement plans — services that are uncommon among peers in this category. The firm reports a relatively small asset base (approximately $102,200 in discretionary AUM across 13 clients) and the principal maintains separate consulting engagements that occupy a portion of their time, which may affect scale and availability.
Client services
Expertise
Fee options
$0 - $9,999.99: 0.40% $10,000 - $999,999.99: 0.50% $1,000,000+: 0.25%
Main office
Lawton OK
Advisors at this office
1
Most active in
Oklahoma
Also doing business as
Invictus Investment Advisors · Invictus Investment Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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