# Investa Asset Management LLC

> Investa Asset Management LLC is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 157546
- Filed as: INVESTA ASSET MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157546
- AdvisorCensus page: https://advisorcensus.com/firm/investa-asset-management-llc-157546

## Quick answers

**How is Investa Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Investa Asset Management 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 Investa Asset Management LLC registered with the SEC or a state?**
Investa Asset Management LLC is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 157546.

**How much does Investa Asset Management LLC manage?**
Investa Asset Management LLC reports $500,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**Does Investa Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157546

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $500,000
- Discretionary: $500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $500,000 |

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

### Firm details
- Registered since: 2011 (14 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investa.com
- LinkedIn @investa-asset-management-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investa Asset Management LLC (CRD 157546): Form ADV filing data as of October 2026.