Driven Investments provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 101–250 clients last fiscal year.
Driven Investments reports 1,192 clients. They include 1,177 individual clients and 15 high-net-worth individuals. Of its assets, 97.2% ($233M across 1,943 accounts) are managed with discretion; $6.66M across 35 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 99% | 86% |
| High-net-worth individuals | 1% | 14% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,177 | $207M | 86.5% | $176K |
| High-net-worth individuals | 15 | $32.3M | 13.5% | $2.16M |
| Total | 1,192 | $239M | 100% | $201K |
- Clients
- 1,177
- Regulatory AUM
- $207M
- AUM share
- 86.5%
- Avg. per client
- $176K
- Clients
- 15
- Regulatory AUM
- $32.3M
- AUM share
- 13.5%
- Avg. per client
- $2.16M
Total
- Clients
- 1,192
- Regulatory AUM
- $239M
- AUM share
- 100%
- Avg. per client
- $201K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Driven Investments charges 1.70%–2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- 401(k) Self-Directed Brokerage Accounts
- For plan participants whose 401(k) allows direct billing, the advisory fee is set with the client and is not to exceed 2%.
- Financial Planning
- Custom financial planning carries a fixed fee of up to 2% of investable assets; one-time plans are a negotiated fixed fee.
Joshua Weir owns 25% to 50% of Driven Investments. The leadership team of Driven Investments includes Chief Investment Officer Aaron Pugh and Chief Compliance Officer Joshua Weir. It has 8 employees.
Leadership
- Joshua WeirManaging Member, Partner & Chief Compliance Officer
- Aaron PughChief Investment Officer, Partner
- Christian WilliamsPartner
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 1 insurance agent
- Owns 25% to 50% of Driven Investments LLC
Joshua Weir
Control person · since June 2020
- Owns 25% to 50% of Driven Investments LLC
The M&a Family Trust by Aaron Daniel Pugh
Control person · since August 2020
Aaron Pugh
Trustee · Control person · since August 2020
Madeleine Pugh
Trustee · Control person · since August 2020
Driven Investments’ regulatory assets grew 6.1× from $39.2M (July 2022) to $239M (March 2026); clients rose from 367 to 1,192 and employees from 3 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $239M | 1,192 | 8 | 1 |
| Mar 2025March 2025 | $169M | 1,152 | 5 | 1 |
| Jul 2024July 2024 | $109M | 737 | 6 | 1 |
| Apr 2023April 2023 | $63.2M | 841 | 4 | 1 |
| Jul 2022July 2022 | $39.2M | 367 | 3 | 1 |
Besides its headquarters, Driven Investments has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Driven Investments LLC
- Headquarters
- Not reported
- Website
- thedriveninvestments.com
- Phone
- 844-932-3272
- @driven-investments-llc
- SEC file
- 801-123246
- Structure
- Idaho LLC
- Fiscal year end
- December
Driven Investments’ named custodian for separately managed accounts is Charles Schwab ($145M). Driven Investments has custody of $9.17M for 265 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $145M100%
At year end, Driven Investments’ separately managed accounts were mostly in stocks (80%) and bonds (19%).
What the accounts hold
- Stocks80%
- Bonds19%
- Cash1%
How many clients does Driven Investments have?
Driven Investments has 1,192 clients and manages $239 million for them, as of March 2026. They include 1,177 individual clients and 15 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Driven Investments offer?
Driven Investments provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Driven Investments charge?
Driven Investments charges 1.70%–2.00% a year for its Portfolio Management Fees. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A- DRIVEN INVESTMENTS LLC, filed 3 March 2026
Which custodians does Driven Investments use?
Driven Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $145M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Driven Investments have?
Driven Investments has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Driven Investments invest in?
At the end of its last fiscal year, Driven Investments’ separately managed accounts held 80% exchange-traded equities, 19% investment grade corporate bonds and 1% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Driven Investments?
Driven Investments’ direct owners are Joshua Weir and the M&a Family Trust by Aaron Daniel Pugh, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Driven Investments get paid?
Driven Investments is paid through a percentage of assets under management and fixed fees. 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
How do I contact Driven Investments?
Its phone number is 844-932-3272. Its website is thedriveninvestments.com.