Invst, Llc
SEC-registered
Insurance-Affiliated · Mid-sized ($1B–$10B)
CRD 282863
· SEC file 801-107265
· Indianapolis, IN
· WWW.INVSTLABS.COM
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ADV data as of Apr 02, 2026
- Regulatory AUM
- $1.6B
- Discretionary
- $1.3B
- Clients
- 2,301
- Avg AUM / client
- $680K
- Accounts
- 6,818
- Employees
- 65
AUM over time
$0
$1.8B
Dec 2015
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 02, 2026
Investments (13F portfolio — 331 positions, $885,846,988)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | TOTAL STK MKT | $51,721,905 | 161,223 | 5.84% | 3.3% |
| 2 | Invesco Exch Traded Fd Tr Ii | S&P 500 MOMNTM | $34,842,618 | 310,790 | 3.93% | 2.23% |
| 3 | Schwab Strategic Tr | US LCAP GR ETF | $29,037,316 | 996,818 | 3.28% | 1.86% |
| 4 | Vanguard Tax Managed Fds | VAN FTSE DEV MKT | $27,178,812 | 424,139 | 3.07% | 1.74% |
| 5 | Ishares Tr | IBOXX INV CP ETF | $21,361,320 | 195,993 | 2.41% | 1.36% |
| 6 | Ishares Tr | CORE S&P500 ETF | $21,315,269 | 32,632 | 2.41% | 1.36% |
| 7 | Ishares Tr | CORE UNIVRSL USD | $20,404,754 | 441,757 | 2.3% | 1.3% |
| 8 | Schwab Strategic Tr | INTL EQTY ETF | $18,469,363 | 746,237 | 2.08% | 1.18% |
| 9 | Ishares Tr | IBOXX HI YD ETF | $18,396,156 | 231,224 | 2.08% | 1.18% |
| 10 | Ishares Tr | JPMORGAN USD EMG | $17,995,981 | 191,589 | 2.03% | 1.15% |
| 11 | Vanguard Index Fds | VALUE ETF | $17,916,428 | 91,317 | 2.02% | 1.14% |
| 12 | J P Morgan Exchange Traded F | CORE PLUS BD ETF | $17,386,928 | 369,306 | 1.96% | 1.11% |
| 13 | Dimensional Etf Trust | INTERNATNAL VAL | $16,040,695 | 303,916 | 1.81% | 1.02% |
| 14 | Ishares Tr | S&P 500 VAL ETF | $15,597,344 | 73,869 | 1.76% | 1.0% |
| 15 | Ea Series Trust | FREEDOM 100 EM | $15,121,805 | 276,703 | 1.71% | 0.97% |
| 16 | Ishares Inc | CORE MSCI EMKT | $15,017,722 | 215,308 | 1.7% | 0.96% |
| 17 | Ishares Tr | S&P 500 GRWT ETF | $13,972,492 | 123,530 | 1.58% | 0.89% |
| 18 | Blackrock Etf Trust | ISHARES US EQUIT | $13,072,047 | 224,683 | 1.48% | 0.84% |
| 19 | Dimensional Etf Trust | US SMALL CAP ETF | $11,933,432 | 167,769 | 1.35% | 0.76% |
| 20 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $10,961,430 | 216,586 | 1.24% | 0.7% |
| 21 | Ishares Tr | EAFE VALUE ETF | $10,863,039 | 146,107 | 1.23% | 0.69% |
| 22 | Apple Inc | COM | $10,677,086 | 42,071 | 1.21% | 0.68% |
| 23 | Nvidia Corporation | COM | $10,522,659 | 60,336 | 1.19% | 0.67% |
| 24 | Dimensional Etf Trust | US HIGH PROFITAB | $10,276,861 | 279,566 | 1.16% | 0.66% |
| 25 | Blackrock Etf Trust | DYNAMIC EQTY ACT | $9,983,161 | 410,661 | 1.13% | 0.64% |
Top 25 of 331 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,873 | $405M | 25.9% |
| High net worth individuals | 320 | $852M | 54.4% |
| Pension and profit sharing plans | 108 | $308M | 19.7% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan Barnes & Thornburg Llp | 2024 | |
| American College Of Education 401(k) Plan American College Of Education, Inc. | 2024 | |
| Fullstack Inc. 401(k) Plan Fullstack, Inc. | 2024 | |
| Aptura Group Inc., 401(k) Plan Aptura Group, Inc. | 2024 | |
| Customized Energy Solutions, Ltd 401(k) Plan Customized Energy Solutions, Ltd. | 2024 | |
| Dgperry, Pllc 401(k) Profit Sharing Plan And Trust Dgperry, Pllc | 2024 | |
| Better Health Retirement Plan Better Health Group Services, Inc. | 2024 | |
| The American Legion Employees Salary Savings Plan American Legion National Headquarters | 2024 | |
| Round Room Holdings, Inc. 401(k) Profit Sharing Plan Round Room Holdings, Inc. | 2024 | |
| Kinetic Advantage 401(k) Plan Kinetic Advantage, Llc | 2024 |
People (34)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Scott Andrew Jarred | Managing Member | CFP | Apr 2016 (10y) | 75% or more |
| Dipen Kishore Mehta | Chief Compliance Officer / Chief Operating Officer | Jun 2021 (5y) | Less than 5% | |
| Lloyd Rives Easters | Registered representative | May 2016 (10y) | ||
| Phillip Christopher Clark | Registered representative | Sep 2016 (10y) | ||
| Ryan C Hoch | Registered representative | CFP | Aug 2018 (8y) | |
| Amanda Jo Oakley | Registered representative | CFP | Mar 2019 (7y) | |
| Thomas Patrick Cudahy | Registered representative | CFP | Mar 2019 (7y) | |
| Peter Andrew Welsh | Registered representative | Nov 2019 (7y) | ||
| Geoffrey Karr Thomas | Registered representative | Oct 2020 (6y) | ||
| Joshua Charles Peters | Registered representative | Aug 2021 (5y) | ||
| Todd S Levine | Registered representative | Jan 2022 (5y) | ||
| Michael Alan Karlin | Registered representative | Jul 2022 (4y) | ||
| Matthew J Santarsiero | Registered representative | CFP | Mar 2023 (3y) | |
| David E Sutton | Registered representative | May 2023 (3y) | ||
| David J Mozeika | Registered representative | May 2023 (3y) | ||
| Jacqueline Margaret Di Stefano | Registered representative | Jun 2023 (3y) | ||
| Ryan Averett | Registered representative | Aug 2023 (3y) | ||
| Andrew Renz | Registered representative | CFA | Oct 2023 (3y) | |
| Edward Gill Iii | Registered representative | Feb 2024 (2y) | ||
| Andrew Guez | Registered representative | May 2024 (2y) | ||
| Eric Peter Hahn | Registered representative | CFP | Jan 2025 (2y) | |
| James Andrew Barnash | Registered representative | CFP | Jan 2025 (2y) | |
| Joseph Francis Hart | Registered representative | Jan 2025 (2y) | ||
| Jeremy Suarez | Registered representative | Jan 2025 (2y) | ||
| Nathaniel J White | Registered representative | Mar 2025 (1y) | ||
| Ethan Aguilar | Registered representative | Jul 2025 (1y) | ||
| Kyle Gregory Riddle | Registered representative | CFP | Oct 2025 (1y) | |
| Deborah Jean Darchi | Registered representative | CFP | Dec 2025 (1y) | |
| Scott A Dunn | Registered representative | Jan 2026 (1y) | ||
| David Matthew Barr | Registered representative | Jan 2026 (1y) | ||
| Parker Snead | Registered representative | Jan 2026 (1y) | ||
| Joel David Thornton | Registered representative | Mar 2026 (0y) | ||
| Branden Gordon Bunch | Registered representative | Chartered Financial Consultant | Mar 2026 (0y) | |
| Kristina Anne Rodriguez | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Barnes & Thornburg Llp Profit Sharing Plan | Barnes & Thornburg Llp | 1,515 | $754M | 01/01/2024 |
| American College Of Education 401(k) Plan | American College Of Education, Inc. | 326 | $12.6M | 01/01/2024 |
| Fullstack Inc. 401(k) Plan | Fullstack, Inc. | 823 | $27.6M | 01/01/2024 |
| Aptura Group Inc., 401(k) Plan | Aptura Group, Inc. | 354 | $12.9M | 01/01/2024 |
| Customized Energy Solutions, Ltd 401(k) Plan | Customized Energy Solutions, Ltd. | 162 | $40.6M | 01/01/2024 |
| Dgperry, Pllc 401(k) Profit Sharing Plan And Trust | Dgperry, Pllc | 129 | $13.1M | 01/01/2024 |
| Better Health Retirement Plan | Better Health Group Services, Inc. | 1,005 | $29.4M | 01/01/2024 |
| The American Legion Employees Salary Savings Plan | American Legion National Headquarters | 213 | $20.9M | 01/01/2024 |
| Round Room Holdings, Inc. 401(k) Profit Sharing Plan | Round Room Holdings, Inc. | 1,421 | $51.3M | 01/01/2024 |
| Kinetic Advantage 401(k) Plan | Kinetic Advantage, Llc | 199 | $7.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/02/2026 | 952 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.2B (80% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 02, 2026.
View current Form ADV (SEC/IAPD) ↗