Best Invest
Best Invest is an SEC-registered mass-market adviser in San Antonio, TX with $296.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Best Invest: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297599, SEC 801-113562, data through 2026-02-24.
- AUM (assets under management / regulatory AUM)
- $296.4M (2026-02-24)
- Firm type
- Mass-Market Adviser
- Location
- San Antonio, TX
- Employees
- 4
- Clients
- 672
- CRD
- 297599
- Ownership
- FOSDICK, JOHN, EDWARD; FEARLESS SECURITIES LLC; DOBSON, BRAD, A; BARKER, LORI, SUE; Cameron, Mary, Susan
How much AUM does Best Invest have?
Best Invest reported $296.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-24).
Who owns Best Invest?
Disclosed owners and executives of Best Invest include FOSDICK, JOHN, EDWARD, FEARLESS SECURITIES LLC, DOBSON, BRAD, A, BARKER, LORI, SUE, Cameron, Mary, Susan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.