Invictus Capital Investors
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Overview
Invictus Capital Investors is a financial advisor company based in Atlanta, Georgia. It oversees $1.5 million in assets under management across nine client accounts. The company has a small team, including 2 financial advisors. Invictus Capital Investors does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, stocks and bonds.
Invictus Capital Investors administers all of its client assets in a discretionary manner. Discretionary management is a structure in which buy and sell choices are made by a portfolio manager without requiring the client's consent. The company manages about $163,829 in assets for every customer account. The average advisor at Invictus Capital Investors administers around five client accounts, making it one of the most personalized advisor firms in the country.
The firm's central office is at 3340 Peachtree Road, Atlanta, Georgia 30326.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Invictus Capital Investors by the Numbers
$1.5 million
4
9
$163.8 thousand
Fee Structure
Fees for financial management usually are based on the type of services provided. However, fees billed by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the company.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company works with retail investors and corporations. Out of its nine clients, Invictus Capital Investors's largest client type is retail investors. None of its customers are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 88.89%
- Corporations - 11.11%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Invictus Capital Investors does not have any disclosures.
Please visit its Form ADV for more details.
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