Investable is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 12, 2026, reports $362,300 in regulatory assets under management, 4 employees, and 81 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
81
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$362Kas of February 12, 2026
Discretionary100.0%
$362K
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$362K
Total Accounts81
10Y AUM Change+$362K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
10Y Employee Change-1 (-20.0%)
* 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.