INVEST CAPITAL PARTNERS
  • INVEST CAPITAL PARTNERS
  • CHUDDE WEALTH MANAGEMENT
  • ROCKWOOD INVESTMENT COUNSEL
  • MIDWESTERN WEALTH MANAGEMENT
  • MERTEN CAPITAL
  • INVEST CAPITAL PARTNERS, LLC
  • INVEST CAPITAL PARTNERS, CO.
  • RIVERVIEW ACCOUNTING & ADVISORY, CO.
  • INERTIA WEALTH MANAGEMENT

Adviser Profile

As of Date 01/05/2026
Registration SEC, Approved, 04/04/2017
ADV Location SPRINGBORO, OH, United States
Contact Info 937 xxxxxxx
Websites
AUM* 271,883,275 88%
of that, discretionary 247,308,023 81%
Number of Employees 13 44%
of those in investment advisory functions 9 29%
Private Fund GAV* 0
Avg Account Size 211,912 28%
% High Net Worth 14.07% 86%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

247M 212M 177M 141M 106M 71M 35M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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