Arrian Investments, Inc.

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Client assets under management

$223,394,631

Clients

442

14% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

147

Very High

Average account size

$505,418

About

Arrien Investments, Inc. provides investment advisory and financial planning services to individuals — including high net worth clients — as well as partnerships, corporations, and other business entities, managing approximately $226.6 million for about 442 clients through a three-advisor team. Its offerings include discretionary asset management, stand‑alone financial planning and consulting, and advice for held‑away retirement and education accounts.

The firm delivers tailored, fiduciary investment advice and typically manages accounts on a discretionary basis using a mix of strategic and tactical asset allocation, long‑term buy‑and‑hold positions, and shorter‑term trades including options; portfolios commonly include individual equities, bonds, mutual funds, ETFs, and REITs. Asset‑management clients placing at least $100,000 under management generally receive basic financial planning as part of the service, while stand‑alone planning is billed hourly.

Noteworthy distinctions disclosed in the brochure include that certain associated persons are independently licensed to sell insurance and may receive commissions for insurance sales, a practice the firm identifies as a potential conflict of interest and discloses to clients. Arrien is also affiliated with Joyce Capital, Inc., a loan agent and consultant for agricultural businesses that results in reciprocal referral activity, and the firm recommends Pershing as custodian while receiving research and brokerage‑related services.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management

Fee options

Percentage

Tiered fee schedule ranging from 1.50% to 0.50% annually applied on a blended basis; exact tiers customized per client agreement

Commissions

Commissions received by associated persons for insurance product sales, separate from advisory fees

Project-based

Financial planning and consulting services hourly fees ranging from $100 to $275 per hour, with possible variation

Other

Minimum fee: Minimum annual fee of $300 for asset management clients; may be waived for individual clients

Main office location

Arrian Investments, Inc.

4477 West Emerald Street, Suite A100

Boise ID 83706, United States

Number of offices

Most active in

Arizona · California · Idaho · Nebraska · Nevada · New Hampshire · Oregon · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website (208) 338-1520

Advisors at this firm

Alex H

CFP®, Series 63, Series 65

Boise, ID

Arrian Investments, Inc.

Alex Hansen is a CFP® with 10 years of industry experience, currently serving as an advisor at Arrian Investments, Inc. He previously worked at Cetera Advisors, LLC for seven years. Hansen is also a licensed independent insurance agent, offering life, disability, annuity, and long-term care insurance products to clients. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages portfolios that include a range of securities and insurance products, typically on a discretionary basis with regular account reviews.

Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management

Daniel W

Series 65

Boise, ID

Arrian Investments, Inc.

Daniel Weeder is a financial advisor at Arrien Investments, Inc. with one year of industry experience. He holds a Series 65 designation and has prior experience at Woodside Electronics Corporation and the Bridger Ski Foundation. He is also an independent licensed insurance agent, providing life, accident, and health insurance product recommendations. Arrien Investments offers discretionary asset management, financial planning, and consulting services to individuals, high-net-worth individuals, and business clients, managing diversified portfolios with a combination of strategic and tactical asset allocation.

Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management

Kevin A

Series 63, Series 65

Boise, ID

Arrian Investments, Inc.

Kevin Arrien is a financial advisor with Arrian Investments, Inc. in Boise, ID, holding Series 63 and Series 65 credentials with 33 years of industry experience. He has worked with Arrian Investments since 1998 and Joyce Capital, Inc. since 2006, where he also serves as owner of a loan agency consulting for agricultural businesses. Additionally, he is a licensed notary public and an independent insurance agent. Arrian Investments provides discretionary asset management, financial planning, and consulting services to individuals, high-net-worth clients, and businesses. The firm manages approximately $189.4 million in discretionary assets and offers tailored portfolio management combining strategic and tactical asset allocation, with regular account reviews.

Options & derivatives strategies Real estate investing Cash flow / budgeting Debt management

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