I
$4.2M Total AUM
$4.2M Disc. AUM
-- 3Y CAGR
1 Employees
1 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2025
- Office Locations
- 1
Office Locations
3650 Mt. Diablo Blvd STE 225 Lafayette CA
About Invantage Capital LLC
Invantage Capital LLC is a Lafayette-based RIA. The firm has been operating for 0 years. Managing $4.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$4.2M AVG AUM / ADVISOR
$4.2M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
D
DANIEL AARON HOROWITZ
Chief Executive Officer
- CRD
- #7088275
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,167,974 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,167,974 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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