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Arrien Investments, Inc.

Arrien Investments, Inc.. CRD 321819

Arrien Investments, Inc. logo

CRD: 321819

Arrien Investments, Inc.

Boise, ID, 83706
2083381520
www.arrieninvestments.com
$226.6M Total AUM
$226.6M Disc. AUM
16.9% 3Y CAGR
5 Employees
451 ADV. Clients
3 yrs Firm Age

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Firm Details

Custodian
Pershing
Clients
Retail and Institutional
Platforms
Unison wave
Established Date
06-27-2022
Office Locations
1

Office Locations

4477 West Emerald Street Suite A100 Boise ID

About Arrien Investments, Inc.

Arrien Investments is a Boise, Idaho-based financial advisory firm founded by Kevin Arrien (1997) providing tailored financial planning and investment management for individuals and organizations. The practice supports retirement, tax, estate and insurance planning and builds portfolios using mutual funds and ETFs within asset-allocation and risk-management frameworks. Operates in retail and institutional channels and clears through Pershing.

Team overview

47 AVG AGE
$75.5M AVG AUM / ADVISOR
$502.4K AVG AUM / CLIENT
2.3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
3yrs Firm Age

Insights

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Asset Classes

Frontier Summit Pioneer vector Prime vital North Frontier

Client Personas

Timber Zenith

Custodian

Horizon prime Unison Frontier Ridge momentum Meridian Unison Element

Investment Themes

Beacon quantum Vertex atlas Foundation focus Prime glacier

Investment Vehicles

North Alpha Glacier vertex

Services

Atlas Oak meridian Radial zenith Glacier value Zenith ember Optima Radial vital Eagle insight North peak Bridge foundation Atlas harbor

Technology

Prime

Owner & Executives

ALEX RAY HANSEN

ALEX RAY HANSEN

Chief Compliance Officer, Financial Advisor, PRINCIPAL

CRD
#6323286
Ownership
75% or more
(512) 269-1306
frontier.bridge@signalcapital.com
in linkedin.com/in/element-capital

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Contacts

K

KEVIN GERARD ARRIEN

Financial Advisor, General Partner

CRD
#2196243
(602) 495-6133
focus.matrix@glaciercapital.com
in linkedin.com/in/ember-bridge
A

Andressa Diana Warn

--

CRD
#7817910
(484) 965-5482
vital.horizon@ridgecapital.com
in linkedin.com/in/foundation-quantum
C

Crest zenith

Summit prime

CRD
#70761
(482) 713-2778
vector.zenith@zenithcapital.com
in linkedin.com/in/capital-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-17-2022
03-27-2023
03-18-2024
04-25-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $226,582,421 $250,367
Non-Discretionary $0 --
Total $226,582,421 $250,367

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Separately Managed Accounts

Total SMA Asset: $226,582,421

$226.6M Total SMA
Public Funds:
32.8%
Cash:
21.7%
Equity - Exchange:
45.5%
Asset class Assets Assets %
Public Funds $716,991,804 32.8%
Cash $474,351,285 21.7%
Equity - Exchange $994,607,534 45.5%
Total $2,185,950,623 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
UNISON FOUNDATION HORIZON FOCUS 3TGPDH6AK KYRK 6.71% $71,345,267
ZENITH BRIDGE CATALYST VECTOR TFP6UIJ6E XYYE 2.08% $53,043,728
VECTOR ELEMENT CATALYST LEGACY GJOBWBA7T RTJ 8.69% $9,443,116
HARBOR BEACON OAK CREST YFFXK1DDF PMH 2.59% $71,189,804
BRIDGE FOUNDATION MERIDIAN GLACIER CAPITAL X3K2MVPWE XHNUP 4.40% $28,397,907
VERTEX ZENITH EMBER FOUNDATION UNISON MP4RIO8LJ UHC 11.23% $74,211,756
FOCUS PRIME VECTOR MOMENTUM HUU4W1CSL NZCIR 4.27% $82,149,200
PIONEER ALPHA SIGNAL ATLAS SIGNAL MIQRFUEOF SRSQ 6.73% $6,596,222

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