RIA Intel›Advisers›Ohio›INVEST CAPITAL PARTNERS, CO.

INVEST CAPITAL PARTNERS, CO.

Advisory

N·SPRINGBORO, OH

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM
$272M
1-Year AUM Growth
0.0%
3-Year CAGR
-0.2%
Employees
9
Assets Under Management
Total AUM$272M
Discretionary AUM$247M
Non-Discretionary AUM$25M
Discretionary %91%
Total Clients661
Team
Total Employees9
Investment Advisers13
Employee Growth (1Y)+80.0%
Filing History
Total Filings on Record17
First FilingMar 17, 2017
Latest FilingJan 5, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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