Overview
Assets Under Management: $229 million
Headquarters: SPRINGBORO, OH
High-Net-Worth Clients: 85
Average Client Assets: $1 million
Frequently Asked Questions
INVEST CAPITAL PARTNERS, CO. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #287987), INVEST CAPITAL PARTNERS, CO. is subject to fiduciary duty under federal law.
INVEST CAPITAL PARTNERS, CO. is headquartered in SPRINGBORO, OH.
INVEST CAPITAL PARTNERS, CO. serves 85 high-net-worth clients according to their SEC filing dated January 07, 2025. View client details ↓
According to their SEC Form ADV, INVEST CAPITAL PARTNERS, CO. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
INVEST CAPITAL PARTNERS, CO. manages $229 million in client assets according to their SEC filing dated January 07, 2025.
According to their SEC Form ADV, INVEST CAPITAL PARTNERS, CO. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.32
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,200
Discretionary Accounts: 1,117
Non-Discretionary Accounts: 83
Regulatory Filings
CRD Number: 287987
Last Filing Date: 2025-01-07 00:00:00
Website: https://mwm.financial