# Driven Investments LLC

> Driven Investments LLC is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 310095
- Filed as: DRIVEN INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/310095
- AdvisorCensus page: https://advisorcensus.com/firm/driven-investments-llc-310095

## Quick answers

**How is Driven Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Driven Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Driven Investments LLC registered with the SEC or a state?**
Driven Investments LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 310095.

**How much does Driven Investments LLC manage?**
Driven Investments LLC reports $239,188,627 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (97% discretionary).

**How have Driven Investments LLC's assets and staff changed since 2022?**
In the Form ADV data for Driven Investments LLC: Regulatory assets under management: $39,180,909 in the October 2022 data and $239,188,627 in the October 2026 data, up 510%. Total employees: 3 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Driven Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,177); high net worth individuals (15).

**Which custodians does Driven Investments LLC use?**
Driven Investments LLC'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 Driven Investments LLC 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/310095

**What changed in Driven Investments LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 8. Regulatory assets under management went from $168,621,441 to $239,188,627 (+42%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $239,188,627
- Discretionary: $232,530,263
- Non-discretionary: $6,658,364

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,177 | $206,839,632 |
| High net worth individuals | 15 | $32,348,995 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thedriveninvestments.com
- Facebook @TheDrivenInvestments
- Instagram @driven.investments
- LinkedIn @driven-investments-llc
- LinkedIn @appreciate-advisor-for-professionals
- LinkedIn @christian-williams-536212b8
- LinkedIn @coleweir

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $39,180,909 | 3 | August 22, 2022 |
| October 2023 | $63,168,752 | 4 | April 10, 2023 |
| October 2024 | $109,282,711 | 6 | July 8, 2024 |
| October 2025 | $168,621,441 | 5 | March 17, 2025 |
| October 2026 | $239,188,627 | 8 | March 3, 2026 |

Regulatory assets under management: $39,180,909 in the October 2022 data and $239,188,627 in the October 2026 data, up 510%.
Total employees: 3 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 8.
- Regulatory assets under management went from $168,621,441 to $239,188,627 (+42%).

### February 2026
- Registered or notice-filed in MS.

### December 2025
- Registered or notice-filed in ME.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Driven Investments LLC (CRD 310095): Form ADV filing data as of October 2026.