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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.
Reported data analysis
What the numbers show
Between December 26, 2025 and April 2, 2026, reported AUM decreased 12.4%, from $1.8B to $1.6B.
Across 5 reported observations, AUM increased 53.9% between March 24, 2022 and April 2, 2026, from $1.0B to $1.6B.
Of the latest reported AUM, 80.3% is discretionary and 19.7% is non-discretionary.
The firm reports 39 advisory representatives and 2,801 clients, or 71.8 clients per representative. That equates to $558.8K in reported AUM per client.
The profile lists 14 reported office locations and 10 years in operation. The source data was last updated on April 2, 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
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The full Invst, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 36 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
SMA allocation detail is available
Invst, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Invst, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.