Data / Investment advisers / Iowa / Aot Invest LLC
Aot Invest LLC, Davenport, IA: $103 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aot Invest LLC is an SEC registered investment adviser with its main office in Davenport, Iowa and reports $103 million in regulatory assets under management in its Form ADV filed August 20, 2026. Its clients include investment companies. It is paid through a percentage of assets under management and other fees.
The request: Watch Aot Invest LLC (CRD number 319016): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 319016
- SEC file number
- 801-124742
- SEC status
- Approved, effective April 25, 2022
- Main office
- 3541 E Kimberly Rd, Davenport, IA 52807
- Phone
- (563) 320-1688
- Regulatory AUM
- $102,580,000 in the Form ADV filed August 20, 2026
- Discretionary AUM
- $102,580,000
- Accounts
- 1
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $102.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| September 1, 2026 | $102.6 million | August 20, 2026 |
| May 1, 2026 | $93.9 million | April 22, 2026 |
| March 2, 2026 | $91.3 million | February 25, 2026 |
| December 1, 2025 | $49.1 million | March 3, 2025 |
Other advisers in Iowa
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BSC Capital Partners, LLC | West des Moines | $125.8 million | Not listed | adviserinfo.sec.gov |
| Iowa Wealth Management, LLC | West des Moines | $123.9 million | Not listed | adviserinfo.sec.gov |
| Stonefield Investment Advisory, Inc. | Cedar Rapids | $120.3 million | Not listed | adviserinfo.sec.gov |
| Visionx Wealth Partners | Fort Dodge | $110.2 million | Not listed | adviserinfo.sec.gov |
| Altitude Capital Management LLC | Des Moines | $103.6 million | Not listed | adviserinfo.sec.gov |
| Manchesterstory Fund Management, LP | West des Moines | Not listed | 7 | adviserinfo.sec.gov |
| Next Level Ventures, LLC | Des Moines | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Iowa
- Advisers with $100 million to $500 million in AUM
- Advisers serving investment companies
- Aot Invest LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.