Invest Capital Partners, LLC is a large advisory firm based in Springboro. It manages $95.63 million of regulatory assets for 788 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, District of Columbia, Florida, and 10 other states.
Invest Capital Partners provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Invest Capital Partners, LLC is $95.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Invest Capital Partners, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and corporations or other businesses. The largest group of clients of Roger Barry Chudde is individuals with 346 clients and $55.31 million of assets under management. Among the 8 most similar advisory firms, Invest Capital Partners has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $95.63 million for 387 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Invest Capital Partners doesn't advise any private funds.
The company employs 10 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Roger Barry Chudde has been acting as President since 1 Apr 2017. Brad L Drager has served as the Chief Investment Officer since 1 May 2019. John William Bach joined the executive team most recently as the Ceo, Treasurer.
The principal office where Invest Capital Partners, LLC performs its advisory services is located at 550 S. Main Street, Springboro, OH 45066 The mailing address of the firm is 550 S. Main Street, Springboro, OH 45066. An additional office of the firm is in Hilliard, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-557-3200 or by fax 937-557-3204. The normal business hours are 8:00 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at mwmrj.com/.