Mandwel Patterson
Invictus Capital Management
4783 Munson St NW
Canton, OH 44718
3302441169
About Invictus Capital Management
At Invictus Capital Management, we provide independent, client-focused financial guidance designed to help individuals, families, and business owners build and protect lasting wealth. Our mission is simple: to empower you with clarity, confidence, and a strategic plan for financial success. As a fiduciary, we prioritize your best interests in everything we do. We offer comprehensive financial planning, investment management, retirement strategies, risk management, and tax-efficient solutions - always customized to your unique goals and life circumstances. Whether you're navigating a major life transition, planning for retirement, or seeking to grow and preserve your wealth, we provide the expertise and support to help you make informed decisions. The name Invictus, meaning unconquered, reflects our belief in financial resilience and long-term discipline. We take a steady, personalized approach, free from product sales and institutional pressure, ensuring our advice remains objective and aligned with your values. At Invictus Capital Management, you're not just a number. You're a partner. We build lasting relationships based on trust, transparency, and results - because we succeed when you do. Let's build your financial future, together.
See Disclosures
General Information
Firm Start Year
2019
No. of Employees
2-4
automated call
Yes
CRD#
6400218
Firm CRD#
6400218
Insurance License#
1056537
Name of Broker/Dealer
LPL Financial
Name of Custodial Firm
LPL Financial
States Licensed in
AK, AZ, CA, FL, GA, IL, IN, MA, MI, NV, NM, NC, OH, SC, TN, TX, VA
Years of Experience in Financial Services
11
Number of Years with Current Firm
6
Work Experience
03/2019 - Present: LPL Financial LLC - Registered Representative 10/2014 - 03/2019: Edward Jones - Financial Advisor 03/2007 - 03/2019: Stark State College - Adjunct Professor
Work with the following types of clients
Investment Clubs, Businesses, Non-Profit Organizations, Individual Investors
Foreign Languages Serviced
Englsh
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 7, Series 66
Insurance and Annuity Licenses
Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident
Firm Information
Firm's Number of Clients
627
Firm's Number of Planning Clients
627
Firm's Number of Managed Clients
627
Assets Managed by Firm
$107,000,000
Advisor's Number of Clients
627
Advisor's Number of Managed Clients
627
Advisor's Number of Planning Clients
627
Assets Managed by Advisor
$107,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$0
Compensation Methods
Flat Fee
Fee % Based on Assets
1%
Hourly Rate
$0
Minimum Fee Charged for Managed Accounts
$0
Minimum Fee Charged for Hourly Planning Accounts
$0
Education
Bachelor's - Political Science/Economics
University of Dayton
08/1994 -05/1998
Master's - Public Administration/Economics
University of Dayton
08/2000 -05/2001
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf
Additional Detailed Disclosures
https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf