INVST, LLC

CRD 282863File 801-107265

APPROVED

Retail clients

Custody

Filing as of Apr 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.57B

Above cohort median (national)

Discretionary AUM

$1.26B

Non-discretionary $308.2M

Clients

2,301

6,818 accounts

Employees

Top 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Feb 16, 2016
Principal office: 3625 E 96TH ST, INDIANAPOLIS, IN, 46240
Phone: 317-202-1891
Website: HTTPS://WWW.INVSTLABS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.57B
Discretionary AUM: $1.26B
Non-discretionary AUM: $308.2M
Discretionary accounts: 6,710
Non-discretionary accounts: 108
Total accounts: 6,818
AUM per client: $680K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	320	$851.8M
Pension and profit sharing plans	108	$308.2M
Individuals (other than high net worth individuals)	1,873	$405.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — RETIREMENT PLAN SERVICES-PERCENTAGE OF PLAN ASSETS
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.