Firm
Invictus Investment Advisors
Lawton, Oklahoma
Fee-only
Invictus Investment Advisors at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients.
Facts
| Based in | Lawton, Oklahoma |
|---|---|
| Phone | (580) 695-7414 |
Invictus Investment Advisors fees
Invictus Investment Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $0 million |
| Individual clients | 13 |
| Accounts managed | 30 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 306609 |