9AT: INVEST INC.

Adviser Profile

As of Date	02/02/2026
Registration	SEC, Approved, 02/23/2022
Other registrations (1)	Kentucky, Terminated, 03/18/2022
ADV Location	LEXINGTON, KY, United States
Contact Info	859 xxxxxxx
Websites

AUM^*	158,742,586 46%
of that, discretionary	151,860,000 50%
Number of Employees	5
of those in investment advisory functions	5
Private Fund GAV^*	0
Avg Account Size	237,639 4%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser OPEN SOURCE INVESTMENTS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM130.7m	#Funds-
Adviser SAGE HILL ADVISORY AND MANAGEMENT LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM73.3m	#Funds-
Adviser JASMIJN CAPITAL MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM69.9m	#Funds-
Adviser ROBINSON INVESTMENT GROUP INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM19.6m	#Funds-
Adviser NUKU	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM3.2m	#Funds-
Adviser BENTLEY FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM392.8m	#Funds-
Adviser IQVESTMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM22.3m	#Funds-
Adviser VERISAIL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM283.6m	#Funds-
Adviser NOVAK & POWELL FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM359.5m	#Funds-
Adviser INBALANCE ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM849.8k	#Funds-

Brochure Summary

Overview

Invest, Inc. provides investment supervisory services, also known as asset management services; manages investment advisory accounts not involving investment supervisory services; furnishes investment advice through consultations. Invest, Inc. provides these services based upon each clients goals, time frame and risk tolerances. On more than an occasional basis, Invest, Inc. furnishes advice to clients on matters not involving securities, such as financial planning matters, taxation issues, and trust services that often include estate planning. As of December 31, 2022, Invest Inc. manages approximately $101.58 Million in assets for approximately 205 clients, of which all are managed on a discretionary basis. Founded in 1996, Invest, Inc. provides investment supervisory services or financial planning services for its clients for a percentage of assets under management or for an hourly charge. This investment advice includes but is not limited to making recommendations of securities and transacting trades on behalf of the clients. Invest Inc. will provide the investment advice and services referred to above, subject to the fees and services described below. All fees are negotiable and can be waived given special relationships and/or arrangements. Margin may be utilized to cover cash disbursements until such time it is prudent to sell

portfolio holdings. Fees will be rounded to the nearest dollar. As part of its investment supervisory services, Invest, Inc. currently recommends investments in specific corporate debt securities (other than commercial paper), certificate of deposits and mutual fund shares. Mutual funds are investment companies that are registered under the Investment Company Act of 1940. Most mutual funds are managed by investment advisors who research, select and monitor the securities in the fund. Mutual funds sell and redeem their shares at Net Asset Value. Risks Associated with Investing in Mutual Funds Equity-based mutual funds are subject to risk similar to those of stocks, including market risk, which is the risk that investment returns will fluctuate and are subject to market volatility, so that an investor’s shares, when redeemed or sold, may be worth more or less than their original cost. International mutual funds are subject to fluctuations due to changes in a currency’s exchange rate and political risk. Fixed-income mutual funds (bond funds) fluctuate with the bond market. Fixed-income risks include: credit risk, interest rate risk and prepayment risk. Past performance is no guarantee of future results.

INVEST INC.

INVEST INC.

INVEST INC

JDT INVESTMENT ADVISORS

J.D.T. INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

Need help?

Send a question to 9AT support.

INVEST INC. INVEST INC. INVEST INC JDT INVESTMENT ADVISORS J.D.T. INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

INVEST INC.

INVEST INC.

INVEST INC

JDT INVESTMENT ADVISORS

J.D.T. INC