Invest Capital Partners
Invest Capital Partners is an SEC-registered mass-market adviser in Springboro, OH with $271.9M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Invest Capital Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287987, SEC 801-110218, data through 2026-01-05.
- AUM (assets under management / regulatory AUM)
- $271.9M (2026-01-05)
- Firm type
- Mass-Market Adviser
- Location
- Springboro, OH
- Employees
- 13
- Clients
- 661
- CRD
- 287987
- Ownership
- BACH, JOHN, WILLIAM; DRAGER, BRAD, L; CHUDDE, ADAM, M; CHUDDE, ROGER, BARRY; OLVERA, TANYA, MICHELLE
How much AUM does Invest Capital Partners have?
Invest Capital Partners reported $271.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-05).
Who owns Invest Capital Partners?
Disclosed owners and executives of Invest Capital Partners include BACH, JOHN, WILLIAM, DRAGER, BRAD, L, CHUDDE, ADAM, M, CHUDDE, ROGER, BARRY, OLVERA, TANYA, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.