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Invariant Investment Management

Invariant Investment Management. CRD 168772

I

CRD: 168772

Invariant Investment Management

Camp Hill, PA, 17011
7173179006
www.invariantinvestments.com
$182.7M Total AUM
$182.2M Disc. AUM
-- 3Y CAGR
7 Employees
314 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
LPL Financial ยท SEI
Clients
Retail and Institutional
Platforms
GlacierMomentum +more
Established Date
10-31-2013
Office Locations
5

Office Locations

15 Wyntre Brooke Drive Suite 5 York PA
200 Grandview Avenue Suite 103 Camp Hill PA
4000 Hollywood Blvd Hills STE 555-S Hollywood FL

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.

Team overview

35 AVG AGE
$30.4M AVG AUM / ADVISOR
$581.8K AVG AUM / CLIENT
7.4 yrs AVG TENURE
7 Employees
6 Advisory Reps
6 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Oak Momentum Oak crest Glacier optima

Client Personas

Catalyst wave

Custodian

Atlas north Crest Element oak Summit Oak timber Wave legacy

Investment Themes

Crest Fusion Signal optima Focus

Investment Vehicles

Alpha

Services

Prime pathway Vector Oak horizon Fusion momentum Capital summit Delta Focus Summit

Technology

Foundation quantum Meridian delta Radial Momentum

Owner & Executives

S

SETH WILLIAM ARBOGAST

Chief Executive Officer, Managing Member

CRD
#5070257
Ownership
25% but less than 50%
(224) 285-3703
ember.foundation@beaconcapital.com
in linkedin.com/in/ember-eagle
DAVID MICHAEL BOROWSKY

DAVID MICHAEL BOROWSKY

Chief Investment Officer, MANAGING DIRECTOR

CRD
#5680824
Ownership
25% but less than 50%
(898) 744-1549
glacier.oak@momentumcapital.com
in linkedin.com/in/pioneer-bridge
Z

Zenith delta

Summit north meridian

CRD
#47314
Ownership
26.7%
(455) 832-4434
alpha.radial@unisoncapital.com
in linkedin.com/in/bridge-radial

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Contacts

E

Erin Lynn Fischer

--

CRD
#7840856
(227) 546-6469
frontier.ridge@vertexcapital.com
in linkedin.com/in/zenith-pioneer
J

JONATHAN MICHAEL TURNER

Investment Advisor

CRD
#4853469
(387) 678-2974
ember.glacier@harborcapital.com
in linkedin.com/in/crest-harbor
R

Radial meridian

Signal wave

CRD
#71768
(371) 634-3053
pathway.element@primecapital.com
in linkedin.com/in/timber-pathway

Showing 2 of 6 contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-28-2022
06-01-2023
10-09-2024
07-18-2025
02-24-2026
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

Total SMA Asset: $182,679,710

$182.7M Total SMA
Public Funds:
25.4%
Equity - Exchange:
29.7%
Cash:
20.1%
U.S. Government/Agency:
24.8%
Asset class Assets Assets %
Public Funds $1,275,316,202 25.4%
Equity - Exchange $1,491,216,190 29.7%
Cash $1,009,206,916 20.1%
U.S. Government/Agency $1,245,190,623 24.8%
Total $5,020,929,931 100.0%

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