AdFi
IF

Invicta Financial Group

SEC Registered
Assets Under Management
$100M–$500M
Office Locations
6 offices
Total Accounts
1683

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Leadership

Barry Douglas Todd
CHIEF EXECUTIVE OFFICER & SHAREHOLDER

Office locations

6 offices in 4 states
AZ
YumaHQ
CA
Temecula
TX
Boerne
CA
Coronado
CA
San Diego
VA
Arlington

Advisors at this firm

11 advisors in the directory

Regulatory & compliance

CRD number
#288008
SEC Number
801-118542
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Flat Fee / Other

Data as of April 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Invicta Financial Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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