Driven Investments LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 3, 2026, reports $239M in regulatory assets under management, 8 employees, and 1,978 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 98.7% of total clients.
Top client categories% of clientsClients
1
Individuals
98.7%
1,177
2
HNWI
1.3%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$239Mas of March 3, 2026
Discretionary97.2%
$233M
97% of total RAUM97.2%
Non-discretionary2.8%
$7M
3% of total RAUM2.8%
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$239M
Total Accounts1,978
10Y AUM Change+$200M (+510.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee149:1
10Y Employee Change+5 (+166.7%)
* 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.