{
  "crd_number": 282863,
  "slug": "invst-llc-indianapolis-in-282863",
  "primary_business_name": "INVST, LLC",
  "legal_name": "INVST, LLC",
  "dbas": [
    "LEVINE FINANCIAL GROUP",
    "TOMORO"
  ],
  "city": "Indianapolis",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "26900",
  "metro": {
    "cbsa_code": "26900",
    "common_name": "Indianapolis",
    "msa_name": "Indianapolis-Carmel-Greenwood, IN",
    "path": "/advisors/in/indianapolis"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-02-16",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-04-02",
  "carried_forward": false,
  "raum_total": 1565110275.0,
  "raum_discretionary": 1256931055.0,
  "raum_non_discretionary": 308179220.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 65,
  "advisory_employees": 39,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 405130646.0,
      "count": 1873
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 308179220.0,
      "count": 108
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 851800409.0,
      "count": 320
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MS",
    "NC",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WV"
  ],
  "websites": [
    "https://401kguy.biz",
    "https://401khack.org",
    "https://brammerfinancial.com",
    "https://copecorrales.com",
    "https://enablesnp.com",
    "https://facebook.com/INVSTLLC",
    "https://facebook.com/ownyourpe",
    "https://firstandtenfinancial.com",
    "https://future401k.us",
    "https://futurehackmylife.com",
    "https://instagram.com/INVSTLLC",
    "https://invst.com",
    "https://invst401k.com",
    "https://invst4life.com",
    "https://invstiq.com",
    "https://invstlabs.com",
    "https://invstmy401k.com",
    "https://jbwealthfit.com",
    "https://jpmccarty.com",
    "https://kristinaarodriguez.com",
    "https://levinefinancial.net",
    "https://linkedin.com/COMPANY/INVST-LLC",
    "https://linkedin.com/company/levine-financial-group-llc",
    "https://lloydeasters.com",
    "https://madrenfinancial.com",
    "https://myinvst401k.com",
    "https://ownyoupe.com",
    "https://scottjarred.com",
    "https://theuppercurve.com",
    "https://twitter.com/INVESTLLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282863",
  "city_as_filed": "INDIANAPOLIS",
  "url": "https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863",
  "display_name": "Invst, LLC",
  "summary": "Invst, LLC is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2016, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated April 2, 2026.",
  "citation": "AdvisorCensus. Invst, LLC (CRD 282863): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Invst, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Invst, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "Where is Invst, LLC located?",
      "a": "Invst, LLC's principal office is in Indianapolis, IN, according to its Form ADV; the May 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Invst, LLC registered with the SEC or a state?",
      "a": "Invst, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282863."
    },
    {
      "q": "How much does Invst, LLC manage?",
      "a": "Invst, LLC reports $1,565,110,275 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (80% discretionary)."
    },
    {
      "q": "How have Invst, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Invst, LLC: Regulatory assets under management: $778,097,420 in the October 2021 data and $1,565,110,275 in the October 2026 data, up 101%. Total employees: 40 in October 2021 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Invst, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,873); high net worth individuals (320); pension and profit sharing plans (but not the plan participants or government pension plans) (108)."
    },
    {
      "q": "Which custodians does Invst, LLC use?",
      "a": "Invst, 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."
    },
    {
      "q": "Does Invst, LLC report any disciplinary disclosures?",
      "a": "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/282863"
    },
    {
      "q": "Does Invst, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 2, 2026 says: \"Tomoro does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.\""
    },
    {
      "q": "What changed in Invst, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Regulatory assets under management went from $1,786,624,623 to $1,565,110,275 (-12%). Changed its office addresses in Stamford, CT. No longer lists an office in Six Mile, SC. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 778097420.0,
      "total_employees": 40,
      "filing_date": "2021-06-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1017015011.0,
      "total_employees": 54,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 961070072.0,
      "total_employees": 59,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1347246943.0,
      "total_employees": 62,
      "filing_date": "2024-08-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1786624623.0,
      "total_employees": 65,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1565110275.0,
      "total_employees": 65,
      "filing_date": "2026-04-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Regulatory assets under management went from $1,786,624,623 to $1,565,110,275 (-12%).",
        "Changed its office addresses in Stamford, CT.",
        "No longer lists an office in Six Mile, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Tomoro does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Tomoro does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1873,
      "fewer_than_5": false,
      "raum": 405130646.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 320,
      "fewer_than_5": false,
      "raum": 851800409.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 108,
      "fewer_than_5": false,
      "raum": 308179220.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/282863",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}