Inverlochy Capital, Inc.
Inverlochy Capital, Inc. is an SEC-registered ria with $44.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Inverlochy Capital, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132253, SEC 801-78014, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $44.4M (2026-02-27)
- Firm type
- Ria
- Employees
- 5
- Clients
- 31
- CRD
- 132253
- Ownership
- MORRISON, WILLIAM, GLEN; INVERLOCHY CAPITAL LTD; INVERLOCHY CAPITAL GROUP LTD.
How much AUM does Inverlochy Capital, Inc. have?
Inverlochy Capital, Inc. reported $44.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Inverlochy Capital, Inc.?
Disclosed owners and executives of Inverlochy Capital, Inc. include MORRISON, WILLIAM, GLEN, INVERLOCHY CAPITAL LTD, INVERLOCHY CAPITAL GROUP LTD.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.