I
$27.7M Total AUM
$25.0M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Stifel · UBS
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2018
- Office Locations
- 1
Office Locations
-- Chicago IL
About Invest Capital LLC
Invest Capital LLC is a Chicago-based RIA with a client-driven focus on personal wealth and retirement planning, supported by educational resources and financial calculators. The firm publishes model portfolio profiles (Optimates, Palatini, OPUS) and primarily implements portfolios using ETFs, complemented by cash and select fixed income. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$27.7M AVG AUM / ADVISOR
$955.3K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Eagle element Signal harbor
Client Personas
Ember
Investment Themes
Pathway Delta eagle
Investment Vehicles
Fusion
Services
Pathway eagle Meridian Timber frontier Meridian Frontier pathway Matrix Optima
Owner & Executives
J
JOHN IGNATIUS MAYER IV
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Vice President
- CRD
- #2075065
- Ownership
- 75% or more
(385) 602-7273
zenith.foundation@vectorcapital.com
in linkedin.com/in/wave-peak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,015,877 | -- |
| Non-Discretionary | $2,687,572 | -- |
| Total | $27,703,449 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,703,449
Equity - Exchange:
45.5% Public Funds:
28.5% Cash:
11.5% Municipal Bonds:
14.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,836,592,108 | 45.5% |
| Public Funds | $2,403,140,111 | 28.5% |
| Cash | $969,688,115 | 11.5% |
| Municipal Bonds | $1,222,650,232 | 14.5% |
| Total | $8,432,070,566 | 100.0% |