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INVARIANT INVESTMENT MANAGEMENT

CAMP HILL, PA · CRD 168772 · IAPD ↗ · invariantinvestments.com · (717) 317-9006

$182.7MRegulatory AUM
6Advisory reps
7Employees
1Clients
251-500Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2026 — INVARIANT INVESTMENT MANAGEMENT notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — INVARIANT INVESTMENT MANAGEMENT reported RAUM up 34% ($135.9M -> $182.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2025 — INVARIANT INVESTMENT MANAGEMENT notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — INVARIANT INVESTMENT MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — INVARIANT INVESTMENT MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
61
April 2025 — INVARIANT INVESTMENT MANAGEMENT reported RAUM up 35% ($101.0M -> $135.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — INVARIANT INVESTMENT MANAGEMENT now reports custody of client assets ($3.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
November 2024 — INVARIANT INVESTMENT MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
July 2024 — INVARIANT INVESTMENT MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2024 — INVARIANT INVESTMENT MANAGEMENT's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
50
March 2024 — INVARIANT INVESTMENT MANAGEMENT added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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