Invst provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1,000 clients last fiscal year.
Invst reports 2,301 clients. They include 1,873 individual clients, 320 high-net-worth individuals, and 108 pension and profit-sharing plans. Of its assets, 80.3% ($1.26B across 6,710 accounts) are managed with discretion; $308M across 108 accounts are not. Of its clients, 1% are outside the U.S. It advised 500 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 26% |
| High-net-worth individuals | 14% | 54% |
| Pension and profit-sharing plans | 5% | 20% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,873 | $405M | 25.9% | $216K |
| High-net-worth individuals | 320 | $852M | 54.4% | $2.66M |
| Pension and profit-sharing plans | 108 | $308M | 19.7% | $2.85M |
| Total | 2,301 | $1.57B | 100% | $680K |
- Clients
- 1,873
- Regulatory AUM
- $405M
- AUM share
- 25.9%
- Avg. per client
- $216K
- Clients
- 320
- Regulatory AUM
- $852M
- AUM share
- 54.4%
- Avg. per client
- $2.66M
- Clients
- 108
- Regulatory AUM
- $308M
- AUM share
- 19.7%
- Avg. per client
- $2.85M
Total
- Clients
- 2,301
- Regulatory AUM
- $1.57B
- AUM share
- 100%
- Avg. per client
- $680K
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 500
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1000
Invst is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting Fees
- Either an assets-under-management fee of 0.10% to 2.00% or a fixed annual fee of $500 to $200,000, negotiable and set in the service agreement.
- Retirement Plan Consulting Fees
- A fixed project-based fee; where the firm manages plan assets, an annual asset-based fee of 0.10% to 1.00% or a fixed fee of $500 to $2,000.
Scott Jarred owns 75% or more of Invst. The leadership team of Invst includes Chief Investment Officer Andrew Renz, Chief Operating Officer Dipen Mehta and Chief Compliance Officer Beverly Blair. It has 65 employees, 39 of them in advisory roles.
Leadership
- Dipen MehtaChief Operating Officer
- Beverly BlairChief Compliance Officer
- Andrew RenzChief Investment Officer
- Scott JarredManaging Member
Investment adviser representatives
33 representatives listed in the SEC register as of 9 October 2026.
- Ethan Aguilar
- Ryan Averett
- James Andrew Barnash
- David Matthew Barr
- Branden Gordon Bunch
- Phillip Christopher Clark
- Thomas Patrick Cudahy
- Deborah Jean Darchi
- Scott A Dunn
- Ben V Duronio
- Lloyd Rives Easters
- Edward Gill III
- Andrew Guez
- Eric Peter Hahn
- Joseph Francis Hart II
- Ryan C Hoch
- Scott Andrew Jarred
- Michael Alan Karlin
- Todd S Levine
- David J Mozeika
- Amanda Jo Oakley
- Joshua Charles Peters
- Andrew Renz
- Kyle Gregory Riddle
- Kristina Anne Rodriguez
- Matthew J Santarsiero
- Parker Snead
- Jeremy Suarez
- David E Sutton
- Geoffrey Karr Thomas
- Joel David Thornton JR.
- Peter Andrew Welsh
- Nathaniel J White
Staff
- 65 employees
- 39 in advisory functions
- 39 state-registered reps
- 3 broker-dealer reps
- 25 insurance agents
- Owns 75% or more of Invst, LLC
Scott Jarred
Control person · since April 2016
Invst’s regulatory assets grew 2.0× from $778M (June 2021) to $1.57B (April 2026); clients rose from 1,571 to 2,301 and employees from 40 to 65. In 2025, NS Capital ($297M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $1.57B | 2,301 | 65 | 12 |
| June 2025 | $1.79B | 2,745 | 65 | 13 |
| March 2024 | $1.35B | 4,036 | 70 | 14 |
| May 2023 | $961M | 2,453 | 59 | 13 |
| March 2022 | $1.02B | 1,906 | 54 | 12 |
| June 2021 | $778M | 1,571 | 40 | 10 |
Firms that joined
20251 joined
- NS CapitalLast filed AUM $297M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Invst has 11 offices (1 private residence, listed without an address), with 11 listed addresses across 5 states.
Florida · 3 listed addresses
- 120 E Pine St, Lakeland
- 1646 W Snow Avenue, Tampa
- 8470 Enterprise Circle, Lakewood Ranch
Indiana · 3 listed addresses
- 3625 E 96th St, IndianapolisHQ
- 9910 Dupont Circle Drive, Fort Wayne
- 3741 Rome Drive, Lafayette
New Jersey · 3 listed addresses
- 293 RT 34, Colts Neck
- 11 Wharf Avenue, Red Bank
- 96 Dale Avenue, Allendale
Connecticut · 1 listed address
- 4 Landmark Square, Stamford
Illinois · 1 listed address
- 340 Donnelley Place, Vernon Hills
Other business names
Invst has reported 2 other business names to the SEC.
- Levine Financial Group
- Tomoro
Contact and registration details
- Legal name
- Invst, LLC
- Headquarters
- 3625 E 96th St, Indianapolis, IN 46240
- Website
- Not reported
- Phone
- 317-202-1891
- @invst-llc
- SEC file
- 801-107265
- Structure
- Delaware LLC
- Fiscal year end
- December
Invst uses Charles Schwab ($1.24B) as custodian for its separately managed accounts. Invst has custody of $106M in client assets for 303 clients.
- Charles SchwabCharles Schwab & Co., Inc. · New York, NY · $1.24B100%
At year end, Invst’s separately managed accounts were mostly in stocks (92%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.03B across 343 positions; the largest are iShares TR (5.9%), Vanguard Index Fds (5.6%) and Invesco Exch Traded FD TR II (4.5%).
What the accounts hold
- Stocks92%
- Cash7%
- Other1%
- Derivatives1%
Reported 13F holdings
- $1.03B
- Reported 13F value
- 343
- Positions
- 33.3%
- In the 10 largest
- +15.8%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF5.9%
- Vanguard Index Fds · Total Stk Mkt5.6%
- Invesco Exch Traded FD TR II · S&P 500 Momntm4.5%
- Schwab Strategic TR · US Lcap GR ETF3.4%
- iShares TR · Core Univrsl Usd2.8%
- iShares TR · MSCI USA Mmentm2.7%
- iShares TR · Iboxx Inv CP ETF2.3%
- Schwab Strategic TR · Intl Eqty ETF2.1%
- iShares TR · Iboxx HI YD ETF2.0%
- iShares TR · JPMORGAN Usd Emg2.0%
Together, the ten largest are 33.3% of reported value.
How many clients does Invst have?
Invst has 2,301 clients and manages $1.57 billion for them, as of April 2026. They include 1,873 individual clients, 320 high-net-worth individuals, and 108 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 April 2026
What services does Invst offer?
Invst provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Invst use?
Invst’s separately managed account assets are held at Charles Schwab & Co., Inc. (New York, NY), with $1.24B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 April 2026
How many financial advisors does Invst have?
Invst has 39 investment adviser representatives registered with state securities authorities, out of 65 employees, and 39 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 25 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Invst invest in?
At the end of its last fiscal year, Invst’s separately managed accounts held 92% exchange-traded equities, 7% cash and equivalents and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Invst?
Invst’s direct owner is Scott Jarred (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 April 2026
How does Invst get paid?
Invst is paid through a percentage of assets under management, hourly charges, fixed fees 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
Is Invst registered with the SEC?
Yes, Invst has been registered with the SEC as an investment adviser since 16 February 2016. Its CRD number is 282863 and its SEC file number is 801-107265.
Source: Form ADV Part 1A, Item 1, filed 2 April 2026; IAPD firm record
How do I contact Invst?
Invst’s main office is at 3625 E 96th St, Indianapolis, IN 46240. Its phone number is 317-202-1891.