Data / Investment advisers / Tennessee / Invictus Fiduciary Services, LLC
Invictus Fiduciary Services, LLC, Memphis, TN: $1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Invictus Fiduciary Services, LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $1 billion in regulatory assets under management in its Form ADV filed March 25, 2026. It is paid through a percentage of assets under management.
The request: Watch Invictus Fiduciary Services, LLC (CRD number 286117): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 286117
- SEC file number
- 801-108861
- SEC status
- Approved, effective January 3, 2017
- Main office
- 6070 Poplar Avenue Suite 755, Memphis, TN 38119
- Phone
- (901) 260-1444
- Website
- invictusfiduciary.com
- Regulatory AUM
- $1,010,776,132 in the Form ADV filed March 25, 2026
- Discretionary AUM
- $913,513,063
- Non discretionary AUM
- $97,263,069
- Accounts
- 33
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 25, 2026
- SEC record
- Investment Adviser Public Disclosure
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.01 billion | March 25, 2026 |
| December 1, 2025 | $958.9 million | April 17, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Steel Grove Capital Advisors, LLC | Memphis | $1.64 billion | Not listed | adviserinfo.sec.gov |
| Delta Asset Management, LLC | Memphis | $1.53 billion | Not listed | adviserinfo.sec.gov |
| Reliant Investment Management, LLC | Memphis | $1.47 billion | Not listed | adviserinfo.sec.gov |
| TD Capital Management LLC | Memphis | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Summit Asset Management LLC | Memphis | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Kelman Lazarov Inc | Memphis | $894.6 million | Not listed | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | $832.5 million | Not listed | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | $749.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $1 billion to $10 billion in AUM
- Invictus Fiduciary Services, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.