Invst, LLC

Registered investment advisor · Indianapolis, Indiana · CRD #282863

Assets Under Management

$1.6B

Client Accounts

6,818

Employees

CRD Number

282863

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Invst, LLC

Invst, LLC is an independent investment advisory firm founded in 2003, offering financial planning and investment management services. It has around 50 employees and is not a registered broker-dealer.

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Invst, LLC

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Frequently Asked Questions

What is Invst, LLC's AUM?

Invst, LLC reports approximately $1.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Invst, LLC headquartered?

Invst, LLC is headquartered in Indianapolis, Indiana.

What is Invst, LLC's CRD number?

Invst, LLC's CRD number is 282863. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.