# 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.

- CRD: 291884
- Filed as: GO INVEST LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Jordan, UT
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291884
- AdvisorCensus page: https://advisorcensus.com/firm/go-invest-llc-west-jordan-ut-291884

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Apex Fintech Brokerage Services
- Matrix Trust Company

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: $889,043,390
- Discretionary: $889,043,390
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 980 | $63,875,230 |
| High net worth individuals | 0 | $0 |
| 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) | 3,297 | $825,168,160 |
| 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)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- goinvest.us

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $18,673,326 | 1 | February 22, 2021 |
| October 2022 | $43,141,605 | 1 | September 19, 2022 |
| October 2023 | $47,144,284 | 1 | February 24, 2023 |
| October 2024 | $148,577,176 | 1 | March 20, 2024 |
| October 2025 | $420,884,316 | 1 | March 20, 2025 |
| October 2026 | $889,043,390 | 1 | March 5, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Go Invest LLC (CRD 291884): Form ADV filing data as of October 2026.