Driven Investments LLC

RIASEC RegisteredEst. 2022
Total AUM
$239M
Discretionary
$233M
97% of AUM
Avg account
$121K
Accounts
1,978
Employees
8
Advisory reps
9

Firm details

Headquarters
,
CRD number
310095
Registered since
March 23, 2022
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.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Investment Grade Corp Bonds 19%, Cash & Cash Equivalents 1%80%
  • Exchange Traded Equities80%
  • Investment Grade Corp Bonds19%
  • Cash & Cash Equivalents1%

Contacts

3 of 9
  • Jack Holmes

    Jack Holmes

    Investment AdvisorCRD 7887486

  • Sadie Sanches

    Associate AdvisorCRD 8035195

  • Ivanna Velazco

    Ivanna Velazco

    Associate AdvisorCRD 8124383

Unlock 6 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth