INVST, LLC
Firm details
- Headquarters
- INDIANAPOLIS, Indiana
- CRD number
- 282863
- Registered since
- February 16, 2016
- Website
- invst.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI54.42%
- Individuals25.89%
- Pension & Profit Sharing Plans19.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Invst, LLC is an independent registered investment adviser formed in 2016 and owned by an individual principal. The firm serves both individual and family clients as well as institutional investors, positioning itself as a capital allocator that blends financial planning, portfolio management for individuals and small businesses, pension consulting support, and selection-of-advisers services. Its stated business activities also include insurance brokerage and educational seminars, which aligns with its fee mix that includes percentage-of-AUM charges alongside hourly and fixed-fee arrangements. Filings indicate Invst, LLC identifies as an active ESG investor, though public materials do not detail specific screening or engagement processes. The firm has been recognized by Citywire on its "50 Growers Across America" list in both 2020 and 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents7%
- Derivatives1%
Owners & executives
3 of 10GEOFFREY THOMAS
Personal CFOCRD 4629341
Edward Gill III
Personal CFOCRD 6318048
AMANDA OAKLEY
CFOCRD 4961751
Contacts
3 of 25DAVID SUTTON
Senior Insurance SpecialistCRD 6108664
DAVID MOZEIKA
Founder & PartnerCRD 4441724
Deborah Darchi
Investment Adviser RepresentativeCRD 5983035
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 176Active vs passive
$765M in ETFs
74%
$567M
21%
$197M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $51.7M | 161,223 | 6.76% |
Location
INDIANAPOLIS, IN
MARION
Location
INDIANAPOLIS, IN
Headquartered in INDIANAPOLIS, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- MARION
- Address
- 3625 E 96th St
- Time zone
- ET (UTC-5)
- Office locations
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