$271.9M Total AUM
$247.3M Disc. AUM
28.7% 3Y CAGR
13 Employees
661 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- HarborFusion peak +more
- Established Date
- 04-04-2017
- Office Locations
- 4
Office Locations
230 E Broadway Granville OH
5335 FAR Hills AVE Suite 306 Kettering OH
550 S. Main Street Springboro OH
About Invest Capital Partners
Invest Capital Partners is a Springboro-based RIA with 4 offices. The firm has been operating for 9 years. Managing $271.9M in total assets under management, with 9 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
54 AVG AGE
$30.2M AVG AUM / ADVISOR
$411.3K AVG AUM / CLIENT
4.9 yrs AVG TENURE
13 Employees
9 Advisory Reps
8 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Vector
Client Personas
Timber
CRM
Matrix
Custodian
Focus Glacier element Insight momentum
Investment Themes
Bridge horizon Meridian
Investment Vehicles
Prime beacon
Platform
Pioneer
Services
Zenith Wave quantum Quantum focus Catalyst zenith Meridian
Technology
Alpha eagle Optima bridge Ember
Owner & Executives
JOHN WILLIAM BACH JR
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5436710
- Ownership
- 75% or more
(241) 655-9868
value.insight@insightcapital.com
in linkedin.com/in/crest-pathway
Showing 1 of 1 owners & executives
Unlock allContacts
VINCENT PAUL DIPIETRO
Chief Investment Officer
- CRD
- #1543855
(636) 714-3281
focus.catalyst@horizoncapital.com
in linkedin.com/in/prime-beacon
MICHAEL WILLIAM DRUMMOND
Financial Advisor
- CRD
- #6783930
(565) 286-3732
north.zenith@valuecapital.com
in linkedin.com/in/focus-north
O
Oak crest
Legacy quantum foundation
- CRD
- #10681
(455) 788-4200
insight.north@valuecapital.com
in linkedin.com/in/vector-crest
Showing 2 of 9 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,308,023 | $211,374 |
| Non-Discretionary | $24,575,252 | $217,480 |
| Total | $271,883,275 | $211,912 |
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Separately Managed Accounts
Total SMA Asset: $271,883,275
Equity - Exchange:
22.3% Public Funds:
11.9% Cash:
7.1% Other:
4.2% Municipal Bonds:
23.5% Private Funds:
21.7% U.S. Government/Agency:
9.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,051,380,981 | 22.3% |
| Public Funds | $561,050,837 | 11.9% |
| Cash | $334,744,617 | 7.1% |
| Other | $198,017,943 | 4.2% |
| Municipal Bonds | $1,107,957,536 | 23.5% |
| Private Funds | $1,023,092,704 | 21.7% |
| U.S. Government/Agency | $438,468,302 | 9.3% |
| Total | $4,714,712,920 | 100.0% |