INVEST CAPITAL LLC

INVEST CAPITAL LLC is an SEC-registered investment adviser (CRD 293495). Regulatory assets under management: $27.7M.

Registration

• CRD: 293495
• Type: Registered investment adviser
• Phone: 312-493-3304
• Latest filing: 2026-03-23
• Regulatory AUM: $27.7M
• Discretionary AUM: $25.0M
• Non-discretionary AUM: $2.7M
• Clients: 1
• Accounts: 71

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293495 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search