A complete list of active advisors currently associated with The Invictus Collective, LLC

Warmer can help you find a great advisor at The Invictus Collective, LLC or one who fits your needs even better.

The Invictus Collective is a boutique registered investment adviser managing roughly $476 million with a two-advisor team serving a small, concentrated client base that includes high-net-worth individuals, trusts, institutional investors and pooled vehicles. The firm provides financial planning, consulting and both discretionary and non-discretionary portfolio management, and advises on or places private investments and structured products. Its investment approach is grounded in modern portfolio theory and emphasizes diversified allocations across ETFs, mutual funds, individual securities, options, structured notes and private placements, often implemented via third‑party independent managers and Dynasty’s TAMP. The firm designs and markets an institutional structured-note sleeve called First Principle, which it delivers through separately managed account and asset management company structures while trade execution and custody are handled by other providers. Distinctive features include acting as sponsor and adviser to a private pooled investment vehicle and the use of performance‑based compensation arrangements for certain fund and institutional clients, alongside side‑by‑side management disclosures. The firm also discloses use of margin/borrowing and derivatives in some separately managed accounts, works with non‑U.S. clients (including recommending StoneX for international custody), and operates with a small advisor team overseeing complex, concentrated relationships.

To learn more about the advisors currently working at The Invictus Collective, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.