Fee-only adviser · Charlottesville, VA
Investure, LLC
Investure, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Charlottesville, Virginia. On its latest Form ADV, filed August 20, 2026, it reports $38.5B in regulatory assets under management and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 130099 · SEC file 801-62689 |
| Office | 240 W Main Street Suite 500 Charlottesville, VA 22902 |
| Phone | (434) 220-0280 |
| Website | www.investure.com |
| Regulatory assets under management | $38.5B ($22.1B discretionary) |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management, Selection of other advisers |
| Employees | 51 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Charlottesville
- Marotta Wealth Management, Inc. $686M
- A. N. Culbertson & Company, Inc. $818M
- Morris & Wells Wealth Management $988M
- Emergent Financial Services, LLC. $195M
- Rede Wealth, LLC $346M
- Solitude Financial Services, Inc. $364M
See all 18 fee-only advisers in Charlottesville →
Nearby
- Ivy 1 firm
- North Garden 1 firm
- Crozet 2 firms
- Free Union 1 firm
- Barboursville 1 firm
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