← Back to searchVisit website
INVEST CAPITAL PARTNERS
INVEST CAPITAL PARTNERS, CO.
CRD 287987 · SEC 801-110218
550 S. MAIN STREET, SPRINGBORO, OH, 45066, United States
Phone
937-557-3200
Fax
937-557-3204
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$271.9M
Discretionary AUM
$247.3M
Team
13 total employees; 9 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 554 | $111.0M |
| High net worth individuals | 93 | $139.6M |
| Charitable organizations | 4 | $4.5M |
| Corporations/business entities | 10 | $16.8M |
States served
AL, AZ, CA, IL, IN, MI, MN, NC, OH, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD