# Invested Advisors

> Invested Advisors is an SEC-registered investment advisory firm in State College, PA, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 311243
- Filed as: INVESTED ADVISORS
- Legal name: Kristen E. Coombs LLC
- Also doing business as: INVESTED ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: State College, PA
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311243
- AdvisorCensus page: https://advisorcensus.com/firm/invested-advisors-state-college-pa-311243

## Quick answers

**How is Invested Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Invested Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Invested Advisors located?**
Invested Advisors' principal office is in State College, PA, according to its Form ADV.

**Is Invested Advisors registered with the SEC or a state?**
Invested Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311243.

**How much does Invested Advisors manage?**
Invested Advisors reports $268,278,361 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (90% discretionary).

**How have Invested Advisors' assets and staff changed since 2021?**
In the Form ADV data for Invested Advisors: Regulatory assets under management: $155,877,987 in the October 2021 data and $268,278,361 in the October 2026 data, up 72%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Invested Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (204); high net worth individuals (62); pension and profit sharing plans (but not the plan participants or government pension plans) (15).

**Which custodians does Invested Advisors use?**
Invested Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Capital Client Group, Inc. and Fidelity Institutional Wealth Services as custodians holding 10% or more of its separately managed account assets.

**Does Invested Advisors 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/311243

**Does Invested Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "InVested requires each Client to place at least $500,000 with the firm. This minimum may be waived in the discretion of InVested."

**What changed in Invested Advisors' recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $226,182,547 to $268,278,361 (+19%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> InVested requires each Client to place at least $500,000 with the firm. This minimum may be waived in the discretion of InVested.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Capital Client Group, Inc.
- Fidelity Institutional Wealth Services

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: $268,278,361
- Discretionary: $240,414,184
- Non-discretionary: $27,864,177

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 204 | $46,054,178 |
| High net worth individuals | 62 | $175,894,944 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $44,471,411 |
| Charitable organizations | 2 | $1,857,828 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MD, NC, NH, PA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- weareinvested.com
- Facebook @InVested-Advisors
- Instagram @invested_advisors
- LinkedIn @weareinvested

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $155,877,987 | 5 | March 23, 2021 |
| October 2022 | $194,576,201 | 5 | July 18, 2022 |
| October 2023 | $167,913,275 | 6 | June 28, 2023 |
| October 2024 | $190,685,149 | 4 | February 9, 2024 |
| October 2025 | $226,182,547 | 5 | March 18, 2025 |
| October 2026 | $268,278,361 | 5 | May 13, 2026 |

Regulatory assets under management: $155,877,987 in the October 2021 data and $268,278,361 in the October 2026 data, up 72%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $226,182,547 to $268,278,361 (+19%).

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

### November 2025
- Added the business name Invested Advisors.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invested Advisors (CRD 311243): Form ADV filing data as of October 2026.