$158.7M Total AUM
$151.9M Disc. AUM
16.5% 3Y CAGR
5 Employees
416 ADV. Clients
28 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-10-1997
- Office Locations
- 1
Office Locations
444 Lewis Hargett Circle, STE 125 Lexington KY
About Invest Inc.
Invest Inc. is a Lexington, KY fee-only RIA providing fiduciary financial planning and investment advisory, available hourly/as-needed or via quarterly management fees for flexible engagement. The practice serves retail clients including business owners, and portfolios are implemented primarily with ETFs. Custody is supported through major platforms such as Schwab and Fidelity/NFS.
Team overview
68 AVG AGE
$31.7M AVG AUM / ADVISOR
$381.6K AVG AUM / CLIENT
7.3 yrs AVG TENURE
5 Employees
5 Advisory Reps
3 RIA Reps
28yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JOHN D THOMPSON
Advisor, Chief Compliance Officer, President
- CRD
- #2584356
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
GEORGE DAVID PIERCE
Certified Financial Planner
- CRD
- #1515025
Available
Available
Available
R
RALPH DUDLEY SCEARCE
Advisor
- CRD
- #412146
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,860,000 | $228,361 |
| Non-Discretionary | $6,882,586 | $2,294,195 |
| Total | $158,742,586 | $237,639 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing