Invictus Capital Investors is a related adviser based in Atlanta. It manages $1.47 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Georgia.
Invictus Capital Investors provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invictus Capital Investors is $1.47 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 6602% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Invictus Capital Investors for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and corporations or other businesses. The largest group of clients of Alexys Ulando Mckenzie is individuals with 8 clients and $1.39 million of assets under management. Among the 2 most similar advisory firms, Invictus Capital Investors has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.47 million for 9 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Invictus Capital Investors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Alexys Ulando Mckenzie has been acting as President since 1 Apr 2014. Carlos Roberto Yearwood joined the executive team most recently as the Operations Liasion.
The principal office where Invictus Capital Investors performs its advisory services is located at 3340 Peachtree Road, Atlanta, GA 30326 The mailing address of the firm is 3414 Peachtree Road Ne, Atlanta, GA 30326. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 404.334.0618 or by fax 404-461-9052. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at ifssecurities.com/.