$268.3M Total AUM
$240.4M Disc. AUM
9.6% 3Y CAGR
5 Employees
283 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Beacon elementHarbor
- Established Date
- 11-12-2020
- Office Locations
- 2
Office Locations
366 Walker Drive Suite 370 State College PA
-- Ellicott City MD
About Invested Advisors
InVested Advisors is a CFP-led financial planning and investment advisory firm based in State College, PA. The team provides goal-based portfolio management plus retirement, tax, lifestyle, legacy/estate and small-business planning. They also offer dedicated retirement plan services for plan sponsors and participants, led by a QKA professional, and use Black Diamond for portfolio reporting.
Team overview
-- AVG AGE
$134.1M AVG AUM / ADVISOR
$948.0K AVG AUM / CLIENT
3.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Quantum foundation Eagle Capital Quantum beacon Radial fusion Oak
Client Personas
Beacon Quantum north
Custodian
Vertex crest Capital summit Momentum
Investment Themes
Vector frontier Harbor summit
Investment Vehicles
Foundation Foundation
Platform
Focus prime
Services
Delta optima Frontier harbor Eagle horizon Value catalyst Eagle Matrix Prime foundation Peak alpha Ember radial Harbor Vector
Technology
Vital ridge Vertex
Owner & Executives
K
KRISTEN ELIZABETH COOMBS
Investment Advisor, Owner
- CRD
- #4270127
- Ownership
- 75% or more
(696) 574-2897
fusion.focus@oakcapital.com
in linkedin.com/in/alpha-vital
L
Lauren Gail Gretchen
Chief Compliance Officer
- CRD
- #2690894
- Ownership
- Less than 5%
(512) 986-6428
atlas.zenith@ridgecapital.com
in linkedin.com/in/meridian-signal
Showing 2 of 2 owners & executives
Unlock allContacts
B
Blair Scott Hefkin
Financial Advisor
- CRD
- #7072873
(958) 918-4073
harbor.legacy@quantumcapital.com
in linkedin.com/in/momentum-matrix
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $240,414,184 | $384,048 |
| Non-Discretionary | $27,864,177 | $2,143,398 |
| Total | $268,278,361 | $419,841 |
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Separately Managed Accounts
Total SMA Asset: $268,278,361
Public Funds:
8.0% Equity - Exchange:
7.9% Cash:
27.7% Private Funds:
21.7% Corporate - Investment Grade:
12.9% Municipal Bonds:
13.9% U.S. Government/Agency:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $569,933,344 | 8.0% |
| Equity - Exchange | $562,809,177 | 7.9% |
| Cash | $1,973,394,204 | 27.7% |
| Private Funds | $1,545,944,196 | 21.7% |
| Corporate - Investment Grade | $919,017,517 | 12.9% |
| Municipal Bonds | $990,259,185 | 13.9% |
| U.S. Government/Agency | $562,809,179 | 7.9% |
| Total | $7,124,166,802 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL OAK VITAL | UNISON EMBER | 5DKE48NN7 | CJA | 12.28% | $73,914,653 |
| OPTIMA EAGLE EMBER | CAPITAL FOUNDATION | E72XVHJYH | DXBKQ | 7.88% | $37,568,204 |
| EMBER ATLAS HORIZON | FUSION MATRIX | RP9Y082CA | PEGHB | 7.96% | $3,091,647 |
| HORIZON PEAK WAVE | PIONEER VALUE | GNMDTEPN8 | AJKMD | 2.97% | $30,010,482 |
| MOMENTUM DELTA | CAPITAL FOCUS | SC6CZBVV6 | YFB | 0.60% | $66,269,191 |
| HARBOR ALPHA NORTH | HORIZON DELTA | YWN6KVFRM | HSQWP | 3.21% | $7,475,536 |
| BRIDGE PRIME ATLAS | TIMBER PIONEER | 2ZT2ILUKI | YRQ | 6.85% | $82,668,638 |
| VITAL CAPITAL | FOUNDATION FOUNDATION | DBC07FKH9 | TUY | 10.30% | $104,322,171 |