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INVEST CAPITAL LLC

Advisory

IL

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in IL
#1,356
of 1,719 advisers by AUM
Average account
$390K
across 71 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$28M
Discretionary %
90.3%
Clients
29
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$28M
Discretionary AUM$25M
Non-Discretionary AUM$3M
Discretionary %90.3%
Total Clients29
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

MLN INVESTMENTS LLC
BOLINGBROOK, IL
$28M
KLINE CAPITAL MANAGEMENT LLC
NORTHFIELD, IL
$27M
+13.5% 1Y
BLACKWATCH FINANCIAL GROUP, LLC
LISLE, IL
$28M
MANSUR CAPITAL CORPORATION
CHICAGO, IL
$28M
-49.9% 1Y
BJO WEALTH MANAGEMENT LLC.
$27M
CROWLEY CAPITAL MANAGEMENT LLC
$27M

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