Inverlochy Capital, Inc.
● SEC registered since 2013CRD 132253SEC# 801-78014
Reg. AUM
$44.4M
Employees
5
Accounts
67
Location
—
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 |
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Join to unlock · $37/moFrequently 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$44.4Mregulatory AUM
Discretionary $36.4MNon-discretionary $8M