Driven Investments LLC

RIASEC RegisteredEst. 2022

Total AUM

$239M

Discretionary

$233M

97% of AUM

Avg account

$121K

Accounts

1,978

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 310095
Registered since: March 23, 2022
Website: www.thedriveninvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals86.48%
HNWI13.52%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Driven Investments LLC is an independent registered investment adviser that focuses on serving individual and family clients through a combination of financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Registered in 2022, the firm operates as a capital allocator: it constructs core equity exposure while also sourcing external managers for non‑core or alternative allocations. Fee arrangements include percentage‑of‑AUM and fixed fees. The firm shows a clear preference for liquid equity instruments and discretionary portfolio management, and it does not identify as an active ESG investor.