InvestGro LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investgro LLC provides discretionary and non-discretionary asset management alongside financial planning and consulting services, including full financial plans, topic-specific consultations, and an ongoing planning program with monthly workshops and quarterly updates. The firm reports about $934,000 in discretionary assets under management across 17 clients and does not impose an account minimum.
Investment decisions are based on fundamental analysis and portfolio theory (including modern and post-modern approaches) and use Monte Carlo techniques for planning, with portfolios tailored to each client’s goals, time horizon, and risk tolerance. Clients may authorize discretionary trading or retain approval for each transaction, custody is facilitated through Altruist, and advisory fees are billed in advance according to the investment advisory agreement.
Noteworthy features for a supported firm of this size include the emphasis on ongoing client education—monthly workshops and a program that includes asset management at no additional cost for clients with under $250,000 in assets under management—and a small, boutique scale of operations. The firm does not aggregate trades across accounts, does not vote client proxies (clients receive proxies directly), and its principal is a CFP® professional, reflecting a planning-oriented practice.
Client services
Expertise
Fee options
Full financial plans range from $1,500 to $10,000
$0 - $1,000,000: 1.0% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$500 per hour for consultation planning services
Ongoing financial planning at $200 per month billed monthly or quarterly
Fee-only: Hourly financial planning at $500 per hour; fixed fees for full financial plans between $1,500 and $10,000; ongoing financial planning at $200 per month
Main office
8 Cadillac Drive, Suite 300 Office 3104
Brentwood TN 37027
Advisors at this office
3
Most active in
Tennessee
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Casey M
Series 65
Brentwood, TN
InvestGro LLC
Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.
Alec M
Series 63, Series 65
Brentwood, TN
InvestGro LLC
Alec Medlin is a financial advisor at InvestGro LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Knights of Columbus Asset Advisors LLC and Northwestern Mutual. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, including full financial plans and single-topic consultations. The firm uses fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo planning techniques, offering both traditional asset management and hourly or fixed-fee financial planning engagements.
Hogan R
Series 65
Brentwood, TN
InvestGro LLC
Hogan Roberts is an advisor at InvestGro LLC with a Series 65 credential and no prior industry experience. His background includes various roles outside the financial sector, including work as a live sound engineer and positions in the hospitality and entertainment industries. InvestGro LLC provides discretionary and non-discretionary asset management, financial planning, and consulting services primarily for individual clients. The firm emphasizes ongoing client education through monthly workshops and tailors investment decisions using fundamental analysis, portfolio theory, and Monte Carlo planning techniques.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)