RIA Intel›Advisers›Illinois›INVESCO CAPITAL MANAGEMENT LLC

INVESCO CAPITAL MANAGEMENT LLC

Institutional

N·DOWNERS GROVE, IL

Data as of Jan 15, 2026 · Source: SEC Form ADV

Total AUM

$934.6B

1-Year AUM Growth

+36.2%

3-Year CAGR

+17.9%

Employees

38

Assets Under Management

Total AUM$934.6B

Discretionary AUM$932.5B

Non-Discretionary AUM$2.1B

Discretionary %99.8%

Total Clients452

Team

Total Employees38

Investment Advisers232

Employee Growth (1Y)+2.1%

Filing History

Total Filings on Record77

First FilingFeb 21, 2003

Latest FilingJan 15, 2026

🔒 Full AUM trend chart and 77 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on INVESCO CAPITAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.