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INVESTED ADVISORS
Legal name: KRISTEN E. COOMBS LLC
CRD 311243File 801-119770
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$268.3M
Below cohort median (national)
Discretionary AUM
$240.4M
Non-discretionary $27.9M
Clients
283
639 accounts
Employees
5
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 12, 2020
- Principal office
- 366 WALKER DRIVE, SUITE 370, STATE COLLEGE, PA, 16801
- Phone
- 814-235-2703
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $268.3M
- Discretionary AUM
- $240.4M
- Non-discretionary AUM
- $27.9M
- Discretionary accounts
- 626
- Non-discretionary accounts
- 13
- Total accounts
- 639
- AUM per client
- $948K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.9M |
| High net worth individuals | 62 | $175.9M |
| Pension and profit sharing plans | 15 | $44.5M |
| Individuals (other than high net worth individuals) | 204 | $46.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.