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The Invictus Collective, LLC

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Client assets under management

$471,346,924

Clients

16

100% high-net worth

Advisors

2

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

8

Very Low

Average account size

$29,459,183

About

The Invictus Collective is a boutique registered investment adviser managing roughly $476 million with a two-advisor team serving a small, concentrated client base that includes high-net-worth individuals, trusts, institutional investors and pooled vehicles. The firm provides financial planning, consulting and both discretionary and non-discretionary portfolio management, and advises on or places private investments and structured products.

Its investment approach is grounded in modern portfolio theory and emphasizes diversified allocations across ETFs, mutual funds, individual securities, options, structured notes and private placements, often implemented via third‑party independent managers and Dynasty’s TAMP. The firm designs and markets an institutional structured-note sleeve called First Principle, which it delivers through separately managed account and asset management company structures while trade execution and custody are handled by other providers.

Distinctive features include acting as sponsor and adviser to a private pooled investment vehicle and the use of performance‑based compensation arrangements for certain fund and institutional clients, alongside side‑by‑side management disclosures. The firm also discloses use of margin/borrowing and derivatives in some separately managed accounts, works with non‑U.S. clients (including recommending StoneX for international custody), and operates with a small advisor team overseeing complex, concentrated relationships.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Trust structures (GRAT, IDGT, revocable)

Occupation focus

Executive Founder/Business Owner

Fee options

Percentage

$0+: 0.10% - 2.00% annually (negotiable based on portfolio size, composition, and services) $0+: 0.02% annually for reporting services on non-managed assets (negotiable)

Performance-based

20% performance-based fee on net new profits for qualified clients investing in private pooled investment funds and negotiated performance fees for institutional clients under First Principle strategy.

Other

Fee-only: Annual management fees ranging from 0.10% to 2.00% based on assets under management, negotiable.

Main office location

The Invictus Collective, LLC

3 South Prospect Avenue, Suite 201

Park Ridge IL 60068, United States

Number of offices

4

Most active in

Florida · Illinois · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christian H

Series 66

Park Ridge, IL

The Invictus Collective, LLC

Christian Habitz is a financial advisor at The Invictus Collective, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including JP Morgan Chase Bank NA and JPMorgan Securities LLC. Outside of his advisory role, he serves as manager and investor in entities involved with synthetic graphite manufacturing and coordinates related tax administration. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, and institutional investors, providing financial planning, consulting, and wealth management through both discretionary and non-discretionary portfolio management. The firm employs a diversified investment approach grounded in modern portfolio theory, utilizing independent managers, ETFs, mutual funds, private investments, structured notes, and options, with particular expertise in structured notes and manager due diligence supported by third-party analytics and an internal Investment Committee.

Private / alternative investments Options & derivatives strategies Trust structures (GRAT, IDGT, revocable) Executive Founder/Business Owner
user avatar

Robert B

CFA®

Park Ridge, IL

The Invictus Collective, LLC

Robert Bower is a CFA® charterholder with four years of industry experience. He has been with The Invictus Collective, LLC since 2021 and previously worked at Health Care Service Corporation from 2014 to 2021. Outside of his advisory role, he manages and invests in Monomyth Anovion, LLC through entities he established to consolidate investors and coordinate tax administration. The Invictus Collective serves high-net-worth individuals, trusts, estates, corporations, institutional investors, and pooled investment vehicles. The firm offers financial planning, consulting, and wealth management, utilizing a diversified investment approach grounded in modern portfolio theory and employing various vehicles including structured notes and private investments.

Private / alternative investments Options & derivatives strategies Trust structures (GRAT, IDGT, revocable) Executive Founder/Business Owner
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