Louis C. Frank

INVICTA ADVISORS LLC

Edgewater, CO

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CRD#: 6613018

Professional summary

Louis Camacho Frank is a registered financial advisor currently at INVICTA ADVISORS LLC located in Edgewater, Colorado and INVICTA CAPITAL LLC located in Oakmont, Pennsylvania.

Louis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Louis has worked at 3 firms and has passed the Series 65 and Series 79TO exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

DBA Beacon Peak Partners; institutional investments approximately 40hrs week I am the managing partner of Magnolia Holdings, LLC, a holding company that currently holds 0 assets. I would receive 50% of all profits based through the business if any capital was deployed.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Camacho Frank's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2024 - Present

INVICTA ADVISORS LLC

RIA

CRD#: 298868

Edgewater, CO

Current

January 22, 2025 - Present

INVICTA CAPITAL LLC

Office #1: 527 Cedar Way Suite 101, Oakmont, PA 15139

CRD#: 288101

OAKMONT, PA

Past

August 9, 2017 - January 8, 2025

LOTUSGROUP ADVISORS

RIA

CRD#: 143379

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(1/22/2025)

IAR

Pennsylvania
(10/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/9/2017

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 79TO

Date: 12/20/2024

Investment Banking Registered Representative Examination

SRO Registrations

FINRA

Current Firm

INVICTA ADVISORS LLC

CRD#: 298868 / SEC#: 801-114114

RIA

Registered Investment Advisory firm - (10/12/2018 Approved)

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Contact information

Main Address

527 Cedar Way Suite 101, Oakmont, PA 15139

Mailing Address

Phone number

(412) 349-8684

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 (3/10/2025)

Regulatory assets under management

Total Number of Accounts	1,371
AUM (Assets Under Management)	$ 183,496,330

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Louis C. Frank

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Louis Camacho Frank's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVICTA ADVISORS LLC

INVICTA CAPITAL LLC

LOTUSGROUP ADVISORS

Primary Firm SEC Registration

INVICTA ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/9/2017

Series 79TO

Date: 12/20/2024

FINRA

Current Firm

INVICTA ADVISORS LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVICTA ADVISORS LLC

TRUST BUT VERIFY

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