SPRINGBORO, OHCRD 287987Latest ADV January 5, 2026
Invest Capital Partners is an SEC registered investment adviser organized as a corporation with a primary office location in Springboro, OH. Its latest Form ADV filing, dated January 5, 2026, reports $272M in regulatory assets under management, 13 employees, 5 offices, and 1,283 accounts.
Top client segmentIndividuals represent 83.8% of total clients.
Top client categories% of clientsClients
1
Individuals
83.8%
554
2
HNWI
14.1%
93
3
Corporations
1.5%
10
4
Charitable
0.6%
4
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of January 5, 2026
Discretionary91.0%
$247M
91% of total RAUM91.0%
Non-discretionary9.0%
$25M
9% of total RAUM9.0%
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.
Total AUM$272M
Total Accounts1,283
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee51:1
10Y Employee Change+7 (+116.7%)
* 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.