INVEST CAPITAL PARTNERS, CO.

INVEST CAPITAL PARTNERS, CO. of SPRINGBORO, OH is an SEC-registered investment adviser (CRD 287987). Regulatory assets under management: $271.9M.

Registration

• CRD: 287987
• SEC file number: 801-110218
• Type: Registered investment adviser
• Location: 550 S. MAIN STREET, SPRINGBORO, OH, 45066
• Phone: 937-557-3200
• Latest filing: 2026-01-05
• Regulatory AUM: $271.9M
• Discretionary AUM: $247.3M
• Non-discretionary AUM: $24.6M
• Clients: 13
• Accounts: 1,283

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search