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Driven Investments LLC

● SEC registered since 2022CRD 310095SEC# 801-123246
Export (members)
Reg. AUM
$239.2M
Employees
8
Accounts
1,978
Location

Driven Investments LLC assets under management

Driven Investments LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2022. It reports $239.2 million in regulatory assets under management and employs 8 people.

Driven Investments LLC owners & executives

6 reported
NameTitleOwnershipSince
Aaron Daniel Pugh ControlChief Investment Officer, PartnerUnder 5%2020
Christian Alexander WilliamsPartnerUnder 5%2020
Joshua Cole Weir ControlManaging Member, Partner & Chief Compliance Officer25-50%2020
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Frequently asked questions

How much does Driven Investments LLC manage?

Driven Investments LLC reports $239.2 million in regulatory assets under management on its Form ADV.

How many employees does Driven Investments LLC have?

Driven Investments LLC reports 8 employees.

Does Driven Investments LLC disclose fund performance?

Driven Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone844-932-3272
FaxN/A
Office hours9:00 a.m. - 6:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Regulatory AUM

$239.2M▲ 42%
Mar '25 — $168.6MApr '25 — $168.6MMay '25 — $168.6MJun '25 — $168.6MJul '25 — $168.6MAug '25 — $168.6MSep '25 — $168.6MOct '25 — $168.6MNov '25 — $168.6MDec '25 — $168.6MJan '26 — $168.6MFeb '26 — $168.6MMar '26 — $239.2MApr '26 — $239.2MMay '26 — $239.2MJun '26 — $239.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$239.2Mregulatory AUM
Discretionary $232.5MNon-discretionary $6.7M