Invest Capital LLC

Overview

Invest Capital LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm combines financial planning with discretionary portfolio management and delivers supplemental services such as pension consulting and educational workshops. Its stated investment posture favors equities, with the majority of client assets deployed in exchange-traded instruments rather than cash or fixed income. Invest Capital LLC does not position itself as a capital allocator to third‑party managers in a broad sense, but it does use external vehicles for targeted exposures, particularly in real estate. Fee arrangements are a mix of percentage-of-AUM billing and hourly advisory charges, reflecting a hybrid client service model that accommodates both ongoing portfolio management relationships and project-based planning work. The firm does not identify as an active ESG investor and operates as a single-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices