Active

INVEST CAPITAL PARTNERS

Investment AdviceSPRINGBORO, OH

Assets Under Management

$229.3M

Total AUM

Donut chart: Discretionary 215.7M, Non-Discretionary 13.6M
Category	Value
Discretionary	215.7M
Non-Discretionary	13.6M

Adviser Information

Field	Value
CRD Number	287987
SEC Number	801-110218
Street Address	550 S. MAIN STREET
Location	SPRINGBORO, OH 45066
Country	United States
Phone	937-557-3200
Fax	937-557-3204
Total Employees	11

Client Count by Type (609 Total)

Horizontal bar chart: Individuals (other than H… 511, High Net Worth Individual… 85, Corporations/Businesses 9, Charitable Organizations 4
Category	Value
Individuals (other than H…	511
High Net Worth Individual…	85
Corporations/Businesses	9
Charitable Organizations	4

Invest Capital Partners, OH — Investment Adviser | BuildTrust