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INVESTABLE

· CRD 333290 · IAPD ↗ · myinvestable.com · 937-369-9275

$490,100Regulatory AUM
1Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — INVESTABLE moved its main office from DAYTON, OH to OAKWOOD, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
70
April 2025 — INVESTABLE's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2024 — INVESTABLE (DAYTON, OH) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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