AdvisorCensus / Financial advisors / Texas / San Antonio / Best Invest
Best Invest is an SEC-registered investment advisory firm in San Antonio, TX, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.
Quick answers
From the filingHow is Best Invest compensated?
On its Form ADV (Item 5.E, October 2026), Best Invest reports these compensation arrangements: a percentage of assets under its management; hourly charges.
How much does Best Invest charge?
Its Form ADV Part 2A brochure dated February 24, 2026 states: Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Best Invest located?
Best Invest's principal office is in San Antonio, TX, according to its Form ADV.
Is Best Invest registered with the SEC or a state?
Best Invest is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297599.
How much does Best Invest manage?
Best Invest reports $296,378,147 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).
How have Best Invest's assets and staff changed since 2021?
In the Form ADV data for Best Invest: Regulatory assets under management: $162,612,980 in the October 2021 data and $296,378,147 in the October 2026 data, up 82%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Best Invest serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (571); high net worth individuals (80); corporations or other businesses not listed above (16).
Which custodians does Best Invest use?
Best Invest's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Best Invest 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/297599
Does Best Invest state an account minimum?
Its Form ADV Part 2A brochure dated February 24, 2026 says: "Best Invest does not impose a minimum account balance for the opening of an account with the Adviser."
What changed in Best Invest's recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $247,552,209 to $296,378,147 (+20%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Best Invest does not impose a minimum account balance for the opening of an account with the Adviser.
Hourly rate: $250 an hour (financial planning and consulting services)
The brochure's wording
We charge an hourly fee of $250 per hour for financial planning and consulting services, which may be negotiable depending upon the nature and complexity of the client’s circumstances.
As stated in the firm's Form ADV Part 2A brochure dated February 24, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$296,378,147 as of October 2026, filing dated February 24, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Legal name
- Fearless Solutions LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $296,378,147 | 4 | February 24, 2026 |
| October 2025 | $247,552,209 | 4 | March 12, 2025 |
| October 2024 | $209,232,081 | 4 | August 13, 2024 |
| October 2023 | $169,601,273 | 4 | March 27, 2023 |
| October 2022 | $196,072,991 | 3 | June 10, 2022 |
| October 2021 | $162,612,980 | 3 | March 31, 2021 |
Regulatory assets under management: $162,612,980 in the October 2021 data and $296,378,147 in the October 2026 data, up 82%.
Total employees: 3 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $247,552,209 to $296,378,147 (+20%).
- February 2026
- Registered or notice-filed in AZ.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Best Invest (CRD 297599): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/best-invest-san-antonio-tx-297599