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INVEST CAPITAL PARTNERS, CO.

dba INVEST CAPITAL PARTNERS · CRD 287987 · Registered Investment Adviser

INVEST CAPITAL PARTNERS, CO. is a Registered Investment Adviser headquartered in SPRINGBORO, OH. The firm reports $271,883,275 in regulatory assets under management across 1,283 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$247,308,023
Non-discretionary$24,575,252
Total RAUM$271,883,275
Accounts1,283

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 287987. adviserinfo.sec.gov/firm/summary/287987.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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