CAMP HILL, PACRD 168772Latest ADV February 24, 2026
Invariant Investment Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Camp Hill, PA. Its latest Form ADV filing, dated February 24, 2026, reports $183M in regulatory assets under management, 7 employees, 5 offices, and 762 accounts.
Assets Under Management
$183M
Employees
7
Offices
5 offices
Total Clients
313
Primary office
CAMP HILL, PA
200 GRANDVIEW AVENUE, SUITE 103, CAMP HILL, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 85.6% of total clients.
Top client categories% of clientsClients
1
Individuals
85.6%
268
2
HNWI
14.4%
45
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$183Mas of February 24, 2026
Discretionary99.7%
$182M
100% of total RAUM99.7%
Non-discretionary0.3%
$484K
0% of total RAUM0.3%
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.
Total AUM$183M
Total Accounts762
10Y AUM Change+$69M (+60.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee45:1
10Y Employee Change+3 (+75.0%)
* 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.