Invest Capital Partners, Co.
● SEC registered since 2017CRD 287987SEC# 801-110218Springboro, OH
Reg. AUM
$271.9M
Employees
13
Accounts
1,283
Location
Springboro, OH
Invest Capital Partners, Co. assets under management
Invest Capital Partners, Co. is a registered investment adviser overseen by the SEC based in Springboro, OH. The firm has been registered since 2017. It reports $271.9 million in regulatory assets under management and employs 13 people.
Invest Capital Partners, Co. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John William Bach Control | Ceo, Cco | Over 75% | 2019 |
Frequently asked questions
How much does Invest Capital Partners, Co. manage?
Invest Capital Partners, Co. reports $271.9 million in regulatory assets under management on its Form ADV.
How many employees does Invest Capital Partners, Co. have?
Invest Capital Partners, Co. reports 13 employees.
Where is Invest Capital Partners, Co. located?
Invest Capital Partners, Co. is based in Springboro, OH and has been SEC-registered since 2017.
Does Invest Capital Partners, Co. disclose fund performance?
Invest Capital Partners, Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 550 S. Main Street, Springboro, OH 45066 |
| Phone | 937-557-3200 |
| Fax | 937-557-3204 |
| Office hours | 8:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$271.9M▲ 19%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$271.9Mregulatory AUM
Discretionary $247.3MNon-discretionary $24.6M