{"url":"https://nivawealth.com/firms/aot-invest-319016","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/319016","regulatoryAum":102580000,"crd":"319016","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6704254","suffix":null,"lastName":"Tinsman","firstName":"John","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-07-01","regulatoryAum":15080000,"clients":1,"employees":1,"offices":1},{"filedOn":"2023-03-15","regulatoryAum":19811000,"clients":1,"employees":1,"offices":1},{"filedOn":"2024-01-26","regulatoryAum":31940000,"clients":1,"employees":1,"offices":1},{"filedOn":"2025-03-03","regulatoryAum":49081185,"clients":1,"employees":1,"offices":1},{"filedOn":"2026-08-20","regulatoryAum":102580000,"clients":1,"employees":1,"offices":1}],"secFileNumber":"801-124742","legalName":"Aot Invest LLC","displayName":"Aot Invest","slug":"aot-invest-319016","website":"https://blossomsocial.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"linkedinUrl":"https://www.linkedin.com/company/aot-invest-llc/","xUrl":"https://x.com/AOTINVEST","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"3541 E Kimberly RD","city":"Davenport","state":"IA","stateName":"Iowa","country":"United States","postalCode":"52807"},"tradeNames":[],"registration":{"secApproved":"25 April 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":102580000,"discretionary":102580000,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":102580000}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Aot Invest does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"John Tinsman","title":"Managing Member, Chief Compliance Officer","crd":"6704254"},{"name":"Christopher Tinsman","title":"Member","crd":"7505938"},{"name":"Winfield Tinsman","title":"Member","crd":"7505940"}],"ownership":[{"label":"John Tinsman","detail":"Managing member, chief compliance officer in the 25% to 50% ownership band and a control person, since February 2022."},{"label":"Christopher Tinsman","detail":"Member in the 25% to 50% ownership band and a control person, since February 2022."},{"label":"Winfield Tinsman","detail":"Member in the 25% to 50% ownership band and a control person, since February 2022."},{"label":"Twin State Inc","detail":"Member in the 25% to 50% ownership band and a control person, since February 2022."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Iowa","offices":1,"addresses":[{"street":"3541 E Kimberly RD","city":"Davenport","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"563-320-1688","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Other"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"20 August 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/319016/PDF/319016.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Aot Invest have?","answer":"Aot Invest has 1 client and manages $103 million for them, as of August 2026. They include 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aot Invest offer?","answer":"Aot Invest provides portfolio management for investment companies.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Aot Invest have?","answer":"Aot Invest has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aot Invest?","answer":"Aot Invest’s direct owners are John Tinsman, Christopher Tinsman, Winfield Tinsman and Twin State Inc, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aot Invest get paid?","answer":"Aot Invest is paid through a percentage of assets under management and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aot Invest?","answer":"Aot Invest’s main office is at 3541 E Kimberly RD, Davenport, IA 52807. Its phone number is 563-320-1688. Its website is blossomsocial.com.","source":"Form ADV Part 1A, Item 1.F, filed 20 August 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}