INVEST CAPITAL PARTNERS

RIASEC RegisteredEst. 2017

Total AUM

$272M

Discretionary

$247M

91% of AUM

Avg account

$212K

Accounts

1,283

Employees

Advisory reps

Firm details

Headquarters: SPRINGBORO, Ohio
CRD number: 287987
Registered since: April 4, 2017
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.34%
Individuals40.82%
Corporations / Businesses6.17%
Charitable Organizations1.67%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Invest Capital Partners is an independent registered investment adviser formed in 2017 and structured as a corporation under individual ownership. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals, small businesses and institutions, and educational seminars. Its fee model includes percentage-of-AUM billing along with hourly and fixed-fee engagements, which supports a mix of ongoing advisory relationships and project work. Investment activity skews toward public equities: the firm expresses a clear preference for equity exposures and places a large share of client assets in exchange-traded equities and ETFs. Invest Capital Partners is not identified as an active ESG investor and does not present itself as a multi-state adviser, indicating a concentrated regulatory footprint despite operating multiple offices.