# Arrien Investments, Inc.

> Arrien Investments, Inc. is an SEC-registered investment advisory firm in Boise, ID, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.

- CRD: 321819
- Filed as: ARRIEN INVESTMENTS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321819
- AdvisorCensus page: https://advisorcensus.com/firm/arrien-investments-inc-boise-id-321819

## Quick answers

**How is Arrien Investments, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Arrien Investments, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Arrien Investments, Inc. located?**
Arrien Investments, Inc.'s principal office is in Boise, ID, according to its Form ADV.

**Is Arrien Investments, Inc. registered with the SEC or a state?**
Arrien Investments, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321819.

**How much does Arrien Investments, Inc. manage?**
Arrien Investments, Inc. reports $226,582,421 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).

**How have Arrien Investments, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Arrien Investments, Inc.: Regulatory assets under management: $0 in the October 2022 data and $226,582,421 in the October 2026 data. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Arrien Investments, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (382); high net worth individuals (60); corporations or other businesses not listed above (7).

**Which custodians does Arrien Investments, Inc. use?**
Arrien Investments, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Arrien Investments, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/321819

**Does Arrien Investments, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated February 26, 2026 says: "We do not have any other minimum fee or account size requirements to open or maintain an account with our firm."

**What changed in Arrien Investments, Inc.'s recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $189,444,579 to $226,582,421 (+20%). Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- Account minimum: None

> We do not have any other minimum fee or account size requirements to open or maintain an account with our firm.

- Minimum annual fee: $300

> Asset management clients are typically subject to a minimum annual fee of $300. We may waive this minimum annual fee requirement for individual clients.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $226,582,421
- Discretionary: $226,582,421
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 382 | $108,869,971 |
| High net worth individuals | 60 | $114,524,660 |
| Charitable organizations | Fewer than 5 | $1,700,345 |
| Corporations or other businesses not listed above | 7 | $1,487,445 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, ID, NE, NH, NV, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- arrieninvestments.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 4 | May 27, 2022 |
| October 2023 | $145,554,796 | 6 | March 27, 2023 |
| October 2024 | $170,621,273 | 5 | March 18, 2024 |
| October 2025 | $189,444,579 | 6 | April 25, 2025 |
| October 2026 | $226,582,421 | 5 | February 26, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $226,582,421 in the October 2026 data.
Total employees: 4 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $189,444,579 to $226,582,421 (+20%).
- Registered or notice-filed in NH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Arrien Investments, Inc. (CRD 321819): Form ADV filing data as of October 2026.