INVEST CAPITAL PARTNERS

550 S. Main Street
Springboro, Ohio 45066
Tel: 937-557-3200

About INVEST CAPITAL PARTNERS

INVEST CAPITAL PARTNERS, formally registered with the SEC as INVEST CAPITAL PARTNERS. The firm was established in 04/04/2017. They have over 6 offices throughout the country.

INVEST CAPITAL PARTNERS is a Springboro, Ohio based Financial Planning firm with nearly $229,325,324 assets under management, offering retirement planning & investment advisory services to 1200 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	287987
SEC#	801-110218
Assets Managed by Firm	$229,325,324
No. of Clients	1200
No. of Advisors	11

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1200	$229,325,324
Individuals (other than high net worth individuals)	511	$90,690,786
High net worth individuals	85	$122,276,499
Charitable organizations	4	$3,057,618
Corporations or other businesses	9	$13,300,421

More Retirement Planning firms in Springboro, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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