CRD: 168772
Invariant Investment Management
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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-31-2013
- Office Locations
- 5
Office Locations
About Invariant Investment Management
Invariant Investment Management is an independent fiduciary wealth management firm based in Pennsylvania, providing integrated financial planning and investment management for affluent working professionals, founders/entrepreneurs, private equity professionals, and multigenerational families. Its team-led approach gives clients access to firmwide expertise and a network of specialists for retirement, tax and estate planning, and legacy/philanthropy. Custody through LPL Financial and SEI.
Reported data analysis
What the numbers show
Between July 18, 2025 and July 27, 2026, reported AUM increased 34.4%, from $135.9M to $182.7M.
Across 5 reported observations, AUM increased 97.4% between February 28, 2022 and July 27, 2026, from $92.6M to $182.7M.
Of the latest reported AUM, 99.7% is discretionary and 0.3% is non-discretionary.
The firm reports 6 advisory representatives and 314 clients, or 52.3 clients per representative. That equates to $581.8K in reported AUM per client.
The profile lists 5 reported office locations and 12 years in operation. The source data was last updated on July 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
SETH WILLIAM ARBOGAST
Chief Executive Officer, Managing Member
- CRD
- #5070257
- Ownership
- 25% but less than 50%
DAVID MICHAEL BOROWSKY
Chief Investment Officer, MANAGING DIRECTOR
- CRD
- #5680824
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Erin Lynn Fischer
VP of Wealth Management Financial Advisor
- CRD
- #7840856
JONATHAN MICHAEL TURNER
Investment Advisor
- CRD
- #4853469
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,195,730 | $240,047 |
| Non-Discretionary | $483,980 | $161,327 |
| Total | $182,679,710 | $239,737 |
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Separately Managed Accounts
SMA allocation detail is available
Invariant Investment Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.