# Investably

Investably is a Bank / Wealth / Trust based in Bethesda, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** investably.com
- **LinkedIn:** https://www.linkedin.com/company/investably-llc

## Regulatory record

- **CRD number:** 315745
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315745

## About

Investably, established in 2021, is a US-based wealth manager and registered investment advisor. It provides investment advisory services, including financial planning, portfolio management, and wealth management. Investably offers services to individuals, high net worth individuals, non-profits, and corporations.

## Sectors

- Wealth Management
- Tax Planning
- Investment Management

## Questions

### How is Investably compensated?

According to its public filings, Investably is a fee-only RIA compensated through asset-based advisory fees, hourly planning charges, and fixed fees for specific services. The firm does not report receiving commissions, revenue sharing, or third-party payments, which aligns with its fiduciary registration and the trend toward transparent pricing in the RIA channel.

### Does Investably have any disclosed minimum account size?

Investably has not publicly disclosed a minimum account size or net-worth requirement for prospective clients. Many firms in its category set minimums between $100,000 and $500,000 for portfolio management services, but without a specific disclosure from the firm, the actual threshold remains unconfirmed.

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- [Investable Wealth](https://altss.com/profile/investable-wealth)
- [Investec](https://altss.com/profile/investec)

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Last updated: 2026-07-11T02:57:57.000Z

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