Invst, LLC

RIASEC RegisteredEst. 2016

Total AUM

$1.6B

Discretionary

$1.3B

80% of AUM

Avg account

$230K

Accounts

6,818

Employees

Advisory reps

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 282863
Registered since: February 16, 2016
Website: invst.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI54.42%
Individuals25.89%
Pension & Profit Sharing Plans19.69%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Invst, LLC is an independent registered investment adviser formed in 2016 and owned by an individual proprietor. The firm combines wealth management and advisory services for individuals, families and institutional clients while also acting as a capital allocator that places client capital with third‑party managers. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, advisor selection, and educational seminars; the firm also operates as an insurance broker. Investment approach tilts toward equities and exchange‑traded strategies and the firm identifies as an active ESG investor. Fee arrangements are flexible — the firm uses percentage‑of‑AUM billing alongside hourly and fixed fees and other structures — reflecting work for both discretionary and non‑discretionary mandates. Invst, LLC was recognized on Citywire’s "50 Growers Across America" list in 2020 and again in 2021.