INVST, LLC
CRD #282863 SEC #801-107265 INDIANAPOLIS, IN 317-202-1891
SEC Registered
Total AUM
$1.8B
Discretionary
$1.3B
Employees
65
Clients
--
Accounts
6,777
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.8B | $1.3B | $487.2M | 65 | 500 |
| Jun 2025 | $1.8B | $1.3B | $487.2M | 65 | 500 |
| Mar 2025 | $1.8B | $1.3B | $487.2M | 65 | 500 |
| Nov 2024 | $1.3B | $1.1B | $263.3M | 62 | 500 |
| Aug 2024 | $1.3B | $1.1B | $263.3M | 62 | 500 |
| Mar 2024 | $1.3B | $1.1B | $263.3M | 70 | 500 |
| Mar 2024 | $1.3B | $1.1B | $263.3M | 70 | 500 |
| Sep 2023 | $961.1M | $784.1M | $177M | 59 | 500 |
| May 2023 | $961.1M | $784.1M | $177M | 59 | 500 |
| Mar 2023 | $961.1M | $784.1M | $177M | 59 | 500 |
| Mar 2022 | $1B | $831.4M | $185.6M | 54 | 500 |
| Mar 2022 | $1B | $831.4M | $185.6M | 54 | 500 |
| Feb 2022 | $778.1M | $636.9M | $141.2M | 40 | 0 |
| Jun 2021 | $778.1M | $636.9M | $141.2M | 40 | 0 |
| Feb 2021 | $778.1M | $636.9M | $141.2M | 40 | 0 |
| Jun 2020 | $569.8M | $455.5M | $114.3M | 30 | 5 |
| May 2020 | $569.8M | $455.5M | $114.3M | 30 | 5 |
| Mar 2020 | $569.8M | $455.5M | $114.3M | 30 | 5 |
| Jan 2020 | $327.2M | $263.2M | $64M | 29 | 0 |
| Oct 2019 | $327.2M | $263.2M | $64M | 29 | 0 |
| Sep 2019 | $327.2M | $263.2M | $64M | 29 | 0 |
| Jun 2019 | $327.2M | $263.2M | $64M | 29 | 0 |
| Jun 2019 | $327.2M | $263.2M | $64M | 29 | 0 |
| Mar 2019 | $327.2M | $263.2M | $64M | 29 | 0 |
| Feb 2019 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Oct 2018 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Aug 2018 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Jul 2018 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Apr 2018 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Mar 2018 | $277.4M | $221.5M | $55.8M | 25 | 0 |
| Sep 2017 | $203.3M | $203.3M | $0 | 18 | 700 |
| Jun 2017 | $124.1M | $124.1M | $0 | 12 | 700 |
| Mar 2017 | $124.1M | $124.1M | $0 | 12 | 700 |
| Aug 2016 | $93.9M | $93.9M | $0 | 10 | 1 |
| Jul 2016 | $93.9M | $93.9M | $0 | 10 | 1 |
| May 2016 | $0 | $0 | $0 | 10 | 1 |
| May 2016 | $0 | $0 | $0 | 10 | 1 |
| Mar 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
| Feb 2016 | $0 | $0 | $0 | 3 | 0 |
DateDec 2025
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$487.2M
Employees65
Clients500
DateJun 2025
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$487.2M
Employees65
Clients500
DateMar 2025
Total AUM$1.8B
Discretionary$1.3B
Non-Disc.$487.2M
Employees65
Clients500
DateNov 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$263.3M
Employees62
Clients500
DateAug 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$263.3M
Employees62
Clients500
DateMar 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$263.3M
Employees70
Clients500
DateMar 2024
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$263.3M
Employees70
Clients500
DateSep 2023
Total AUM$961.1M
Discretionary$784.1M
Non-Disc.$177M
Employees59
Clients500
DateMay 2023
Total AUM$961.1M
Discretionary$784.1M
Non-Disc.$177M
Employees59
Clients500
DateMar 2023
Total AUM$961.1M
Discretionary$784.1M
Non-Disc.$177M
Employees59
Clients500
DateMar 2022
Total AUM$1B
Discretionary$831.4M
Non-Disc.$185.6M
Employees54
Clients500
DateMar 2022
Total AUM$1B
Discretionary$831.4M
Non-Disc.$185.6M
Employees54
Clients500
DateFeb 2022
Total AUM$778.1M
Discretionary$636.9M
Non-Disc.$141.2M
Employees40
Clients0
DateJun 2021
Total AUM$778.1M
Discretionary$636.9M
Non-Disc.$141.2M
Employees40
Clients0
DateFeb 2021
Total AUM$778.1M
Discretionary$636.9M
Non-Disc.$141.2M
Employees40
Clients0
DateJun 2020
Total AUM$569.8M
Discretionary$455.5M
Non-Disc.$114.3M
Employees30
Clients5
DateMay 2020
Total AUM$569.8M
Discretionary$455.5M
Non-Disc.$114.3M
Employees30
Clients5
DateMar 2020
Total AUM$569.8M
Discretionary$455.5M
Non-Disc.$114.3M
Employees30
Clients5
DateJan 2020
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateOct 2019
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateSep 2019
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateJun 2019
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateJun 2019
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateMar 2019
Total AUM$327.2M
Discretionary$263.2M
Non-Disc.$64M
Employees29
Clients0
DateFeb 2019
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateOct 2018
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateAug 2018
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateJul 2018
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateApr 2018
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateMar 2018
Total AUM$277.4M
Discretionary$221.5M
Non-Disc.$55.8M
Employees25
Clients0
DateSep 2017
Total AUM$203.3M
Discretionary$203.3M
Non-Disc.$0
Employees18
Clients700
DateJun 2017
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees12
Clients700
DateMar 2017
Total AUM$124.1M
Discretionary$124.1M
Non-Disc.$0
Employees12
Clients700
DateAug 2016
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees10
Clients1
DateJul 2016
Total AUM$93.9M
Discretionary$93.9M
Non-Disc.$0
Employees10
Clients1
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients1
DateMay 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients1
DateMar 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0