LEXINGTON, KYCRD 146357Latest ADV February 2, 2026
Invest Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lexington, KY. Its latest Form ADV filing, dated February 2, 2026, reports $159M in regulatory assets under management, 5 employees, and 668 accounts.
Assets Under Management
$159M
Employees
5
Offices
--
Total Clients
208
Primary office
LEXINGTON, KY
444 LEWIS HARGETT CIRCLE, STE 125, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
208
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of February 2, 2026
Discretionary95.7%
$152M
96% of total RAUM95.7%
Non-discretionary4.3%
$7M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$159M
Total Accounts668
10Y AUM Change+$56M (+54.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.