Driven Investments Llc
- Regulatory AUM
- $239M
- Discretionary
- $233M
- Clients
- 1,192
- Avg AUM / client
- $201K
- Accounts
- 1,978
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,177 | $207M | 86.5% |
| High net worth individuals | 15 | $32.3M | 13.5% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Hilton 401(k) Plan Hilton Domestic Operating Company, Inc. | 2024 | |
| Jetblue Airways Retirement Plan Jetblue Airways Corporation | 2024 | |
| Intermountain Health 401(k) Plan Intermountain Health Care, Inc. | 2024 | |
| Humana Retirement Savings Plan Humana Inc. | 2024 | |
| Multicare Health System Retirement Account Plan Multicare Health System | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Daniel Pugh | Chief Investment Officer, Partner | Jun 2020 (6y) | Less than 5% | |
| Joshua Cole Weir | Managing Member, Partner & Chief Compliance Officer | Jun 2020 (6y) | 50% – 75% | |
| Pugh, Madeleine, Jack | Trustee | Aug 2020 (6y) | GP / trustee / elected manager of The M&A Family Trust By Aaron Daniel Pugh (indirect) | |
| Christian Alexander Williams | Partner | Nov 2020 (6y) | Less than 5% | |
| Brigham Taylor Ballard | Registered representative | Jun 2023 (3y) | ||
| Jack Douglas Holmes | Registered representative | Apr 2024 (2y) | ||
| Sadie Sanches | Registered representative | Mar 2025 (1y) | ||
| Ivanna Sofia Velazco | Registered representative | Jun 2025 (1y) | ||
| Brock A Payne | Registered representative | Apr 2026 (0y) | ||
| Thomas Stephen Tuohy | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The M&A Family Trust By Aaron Daniel Pugh | Owner | Aug 2020 | A | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Hilton 401(k) Plan | Hilton Domestic Operating Company, Inc. | 27,725 | $2.3B | 01/01/2024 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | 23,089 | $5.4B | 01/01/2024 |
| Intermountain Health 401(k) Plan | Intermountain Health Care, Inc. | 69,032 | $6.8B | 01/01/2024 |
| Humana Retirement Savings Plan | Humana Inc. | 42,968 | $7.7B | 01/01/2024 |
| Multicare Health System Retirement Account Plan | Multicare Health System | 12,528 | $562M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 901 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $145M (61% of AUM) Mar 2026
- The Pacific Financial Group $105K (0% of AUM) Nov 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗