Aot Invest LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Davenport, IA. Its latest Form ADV filing, dated April 22, 2026, reports $94M in regulatory assets under management, 1 employee, and 2 accounts.
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$94Mas of April 22, 2026
Discretionary100.0%
$94M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$94M
Total Accounts2
10Y AUM Change+$94M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee2:1
10Y Employee Change0 (0.0%)
* 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.