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DRIVEN INVESTMENTS LLC

Advisory

N·

Data as of Mar 3, 2026 · Source: SEC Form ADV

Total AUM
$239M
1-Year AUM Growth
+73.0%
3-Year CAGR
+41.8%
Employees
8
Assets Under Management
Total AUM$239M
Discretionary AUM$233M
Non-Discretionary AUM$7M
Discretionary %96.5%
Total Clients1,152
Team
Total Employees8
Investment Advisers8
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record13
First FilingJan 18, 2022
Latest FilingMar 3, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 4+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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