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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-16-2016
- Office Locations
- 14
Office Locations
About Invst, LLC
INVST, LLC is a retail and institutional RIA serving business owners, entrepreneurs, and retirees with holistic financial planning (tax, estate, retirement, and insurance) and portfolio construction. In reported SMA assets, portfolios are implemented primarily with ETFs, with additional use of mutual funds and select alternatives. The firm also offers a Financial Freedom Checkup assessment built around its six-principle Freedom Wheel.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
SCOTT ANDREW JARRED
Founder, Managing Member
- CRD
- #4658317
- Ownership
- 75% or more
BEVERLY BLAIR
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Ethan Aguilar
Financial Advisor
- CRD
- #8084395
Ryan Averett
Financial Advisor
- CRD
- #7210168
Showing 2 of 35 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,256,931,055 | $187,322 |
| Non-Discretionary | $308,179,220 | $2,853,511 |
| Total | $1,565,110,275 | $229,556 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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