SourcingSourcing

INVICTUS FIDUCIARY SERVICES, LLC

C27
CRD 286117·SEC 801-108861·MEMPHIS, TN
AUM
$1.01B
$1B+
Est. Revenue
$10.1M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$24.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVICTUS FIDUCIARY SERVICES, LLC
CRD
286117
SEC file #
801-108861
EIN
—
DBA names
—

Economics

AUM
$1.01B
AUM band
$1B+
AUM trajectory
'20'26
$367.7M → $1.01B▲ +175%
Client mix
Other33

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
invictusfiduciary.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
New, Michael, Eugene
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
New, Michael, Eugene
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INVICTUSFIDUCIARY.COM
Rdap Domain Creation Date
2016-08-25T17:46:11Z
Rdap Firm Age Years
10
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-25T17:46:11Z
Rdap Domain Last Changed
2022-09-29T07:05:57Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6738436
Trust Company Affiliate
No

People (1)

1
New, Michael, Eugene
IAR · Direct Owner · 37.5%
6738436