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Mandwel Patterson

Invictus Capital Management

4783 Munson St NW

location Canton, OH 44718

call330-244-1169

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

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

Services

Investment Types

Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Video Conference, Our Office, Phone

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

FinancialAdvisor.net provides referrals to financial professionals of LPL Financial, LLC (LPL). FinancialAdvisor.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay FinancialAdvisor.net cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net 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