Inverlochy Capital, Inc. is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 27, 2026, reports $44M in regulatory assets under management, 5 employees, 1 office, and 67 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.8% of total clients.
Top client categories% of clientsClients
1
HNWI
54.8%
17
2
Individuals
41.9%
13
3
Pension Plans
3.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$44Mas of February 27, 2026
Discretionary81.9%
$36M
82% of total RAUM81.9%
Non-discretionary18.1%
$8M
18% of total RAUM18.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$44M
Total Accounts67
10Y AUM Change+$29M (+183.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee6:1
10Y Employee Change+4 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.