Inverlochy Capital, Inc.
● SEC registered since 2013CRD 132253SEC# 801-78014
Reg. AUM
$44.4M
Employees
5
Accounts
67
Location
—
About Inverlochy Capital
Inverlochy Capital provides portfolio management and financial planning using a disciplined fundamental value approach to grow and preserve assets. It builds balanced portfolios for executives, professionals, and small business owners with diversification, independent research, and a long-term focus.
Summary based on the firm’s website.
Inverlochy Capital, Inc. assets under management
Inverlochy Capital, Inc. is an investment advisory firm registered with the SEC. The firm has been registered since 2013. It reports $44.4 million in regulatory assets under management and employs 5 people.
Inverlochy Capital, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Inverlochy Capital Ltd Control | Owner | Over 75% | 2016 |
| William Glen Morrison Control | President/Principal | Under 5% | 2004 |
| Inverlochy Capital Group Ltd. Control | Owner | Over 75% | 2016 |
| William Glen Morrison Control | Owner | Over 75% | 2014 |
Frequently asked questions
How much does Inverlochy Capital, Inc. manage?
Inverlochy Capital, Inc. reports $44.4 million in regulatory assets under management on its Form ADV.
How many employees does Inverlochy Capital, Inc. have?
Inverlochy Capital, Inc. reports 5 employees.
Does Inverlochy Capital, Inc. disclose fund performance?
Inverlochy Capital, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 705-887-6953 |
| Fax | 705-887-5938 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$44.4M▲ 20%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$44.4Mregulatory AUM
Discretionary $36.4MNon-discretionary $8M