AdvisorCensus / Financial advisors / Utah / Salt Lake City / Go Invest LLC
Go Invest LLC is an SEC-registered investment advisory firm in West Jordan, UT, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.
Quick answers
From the filingHow is Go Invest LLC compensated?
On its Form ADV (Item 5.E, October 2026), Go Invest LLC reports these compensation arrangements: a percentage of assets under its management.
Where is Go Invest LLC located?
Go Invest LLC's principal office is in West Jordan, UT, according to its Form ADV.
Is Go Invest LLC registered with the SEC or a state?
Go Invest LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291884.
How much does Go Invest LLC manage?
Go Invest LLC reports $889,043,390 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).
How have Go Invest LLC's assets and staff changed since 2021?
In the Form ADV data for Go Invest LLC: Regulatory assets under management: $18,673,326 in the October 2021 data and $889,043,390 in the October 2026 data, up 4661%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Go Invest LLC serve?
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (3,297); individuals (other than high net worth individuals) (980).
Which custodians does Go Invest LLC use?
Go Invest LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Fintech Brokerage Services and Matrix Trust Company as custodians holding 10% or more of its separately managed account assets.
Does Go Invest 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/291884
Does Go Invest LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 5, 2026 says: "Go Invest LLC primarily serves retirement plan sponsors, in addition to individual and high net worth individual IRA investors. We do not require a minimum account size."
What changed in Go Invest LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $420,884,316 to $889,043,390 (+111%). Registered or notice-filed in MS, VT. Updated its list of owners and control persons (Schedule A).
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
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 2AAccount minimum: None
The brochure's wording
Go Invest LLC primarily serves retirement plan sponsors, in addition to individual and high net worth individual IRA investors. We do not require a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 5, 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$889,043,390 as of October 2026, filing dated March 5, 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- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- 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
-
50 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 | $889,043,390 | 1 | March 5, 2026 |
| October 2025 | $420,884,316 | 1 | March 20, 2025 |
| October 2024 | $148,577,176 | 1 | March 20, 2024 |
| October 2023 | $47,144,284 | 1 | February 24, 2023 |
| October 2022 | $43,141,605 | 1 | September 19, 2022 |
| October 2021 | $18,673,326 | 1 | February 22, 2021 |
Regulatory assets under management: $18,673,326 in the October 2021 data and $889,043,390 in the October 2026 data, up 4661%.
Total employees: 1 in October 2021 and 1 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- April 2026
- Regulatory assets under management went from $420,884,316 to $889,043,390 (+111%).
- Registered or notice-filed in MS, VT.
- Updated its list of owners and control persons (Schedule A).
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. Go Invest LLC (CRD 291884): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884