# Invst, LLC

> 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.

- CRD: 282863
- Filed as: INVST, LLC
- Also doing business as: LEVINE FINANCIAL GROUP, TOMORO
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282863
- AdvisorCensus page: https://advisorcensus.com/firm/invst-llc-indianapolis-in-282863

## Quick answers

**How is Invst, LLC compensated?**
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.

**Where is Invst, LLC located?**
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).

**Is Invst, LLC registered with the SEC or a state?**
Invst, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 282863.

**How much does Invst, LLC manage?**
Invst, LLC reports $1,565,110,275 in regulatory assets under management in its Form ADV filing dated April 2, 2026 (80% discretionary).

**How have Invst, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Invst, LLC serve?**
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).

**Which custodians does Invst, LLC use?**
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.

**Does Invst, 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/282863

**Does Invst, LLC state an account minimum?**
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."

**What changed in Invst, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

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

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

- Account minimum: None

> Tomoro does not impose a stated minimum fee or minimum portfolio value for starting and maintaining an investment management relationship.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $1,565,110,275
- Discretionary: $1,256,931,055
- Non-discretionary: $308,179,220

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,873 | $405,130,646 |
| High net worth individuals | 320 | $851,800,409 |
| 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) | 108 | $308,179,220 |
| 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)
- 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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 65 total, 39 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Allendale, NJ
- Colts Neck, NJ
- Fort Wayne, IN
- Lafayette, IN
- Lakeland, FL
- Lakewood Ranch, FL
- Red Bank, NJ
- Stamford, CT
- Tampa, FL
- Vernon Hills, IL

### Websites listed on Form ADV (Item 1.I)
- 401kguy.biz
- 401khack.org
- brammerfinancial.com
- copecorrales.com
- enablesnp.com
- firstandtenfinancial.com
- future401k.us
- futurehackmylife.com
- invst.com
- invst401k.com
- invst4life.com
- invstiq.com
- invstlabs.com
- invstmy401k.com
- jbwealthfit.com
- jpmccarty.com
- kristinaarodriguez.com
- levinefinancial.net
- lloydeasters.com
- madrenfinancial.com
- myinvst401k.com
- ownyoupe.com
- scottjarred.com
- theuppercurve.com
- Facebook @INVSTLLC
- Facebook @ownyourpe
- Instagram @INVSTLLC
- LinkedIn @INVST-LLC
- LinkedIn @levine-financial-group-llc
- X @INVESTLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $778,097,420 | 40 | June 4, 2021 |
| October 2022 | $1,017,015,011 | 54 | March 24, 2022 |
| October 2023 | $961,070,072 | 59 | September 29, 2023 |
| October 2024 | $1,347,246,943 | 62 | August 6, 2024 |
| October 2025 | $1,786,624,623 | 65 | June 11, 2025 |
| October 2026 | $1,565,110,275 | 65 | April 2, 2026 |

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.

## Changes in the filing (last 12 months)

### May 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invst, LLC (CRD 282863): Form ADV filing data as of October 2026.