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INVEST INC.

LEXINGTON, KY · CRD 146357 · IAPD ↗ · invest-lex.com · 859-268-9200

$158.7MRegulatory AUM
5Advisory reps
5Employees
208Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — INVEST INC. reported RAUM up 27% ($125.5M -> $158.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.