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Invictus Advisory Services LLC

● SEC registered since 2026CRD 312399SEC# 801-136106Buffalo, NY
Export (members)
Reg. AUM
$37.6M
Employees
3
Accounts
86
Location
Buffalo, NY

Invictus Advisory Services LLC assets under management

Invictus Advisory Services LLC is a registered investment adviser overseen by the SEC based in Buffalo, NY. The firm has been registered since 2026. It reports $37.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/invictus-advisory-services?trk=public_profile_topcard-current-companyView on SEC.gov ↗

Invictus Advisory Services LLC owners & executives

2 reported
NameTitleOwnershipSince
Paul Kenneth Isaac ControlManaging MemberOver 75%2021
Ryan P Collins ControlChief Compliance OfficerUnder 5%2021

Frequently asked questions

How much does Invictus Advisory Services LLC manage?

Invictus Advisory Services LLC reports $37.6 million in regulatory assets under management on its Form ADV.

How many employees does Invictus Advisory Services LLC have?

Invictus Advisory Services LLC reports 3 employees.

Where is Invictus Advisory Services LLC located?

Invictus Advisory Services LLC is based in Buffalo, NY and has been SEC-registered since 2026.

Does Invictus Advisory Services LLC disclose fund performance?

Invictus Advisory Services LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1090 Union Road, Suite 230, Buffalo, NY 14224
Phone716-712-0127
Office hours9:00a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$37.6M
Non-discretionary$0
Total (RAUM)$37.6M