Invest Inc.
Invest Inc. is an SEC-registered mass-market adviser in Lexington, KY with $158.7M assets under management (AUM, regulatory AUM), +27% over one year. See who owns Invest Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 146357, SEC 801-122790, data through 2026-02-02.
- AUM (assets under management / regulatory AUM)
- $158.7M (2026-02-02)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 5
- Clients
- 208
- CRD
- 146357
- Ownership
- THOMPSON, JOHN, D
How much AUM does Invest Inc. have?
Invest Inc. reported $158.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-02).
Who owns Invest Inc.?
Disclosed owners and executives of Invest Inc. include THOMPSON, JOHN, D. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.