INVANTAGE CAPITAL LLC

Overview

Invantage Capital LLC is a small, individually owned limited liability company that provides fee-based financial planning and portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and operates under a conventional advisory model rather than as a capital allocator or pension consultant. Its filings indicate no ESG-focused mandate and it is not registered as a multi-state adviser. The firm lists industry affiliations with a law firm and a real estate broker, suggesting referral or collaborative relationships outside the investment function. Services are oriented to wealth management and planning rather than institutional consulting or complex product distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives