INDIANAPOLIS, INCRD 282863Latest ADV April 2, 2026
Invst, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 2, 2026, reports $1.6B in regulatory assets under management, 65 employees, 11 offices, and 6,818 accounts.
Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
1,873
2
HNWI
13.9%
320
3
Pension Plans
4.7%
108
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.6Bas of April 2, 2026
Discretionary80.3%
$1.3B
80% of total RAUM80.3%
Non-discretionary19.7%
$308M
20% of total RAUM19.7%
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$1.6B
Total Accounts6,818
10Y AUM Change+$1.4B (+1161.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee35:1
10Y Employee Change+53 (+441.7%)
* 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.