# Interchange Capital Partners

> Interchange Capital Partners is an SEC-registered investment advisory firm in Pittsburgh, PA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated June 17, 2026.

- CRD: 309314
- Filed as: INTERCHANGE CAPITAL PARTNERS
- Legal name: Interchange Capital Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pittsburgh, PA
- Filing period: October 2026
- Form ADV filing dated: June 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/309314
- AdvisorCensus page: https://advisorcensus.com/firm/interchange-capital-partners-pittsburgh-pa-309314

## Quick answers

**How is Interchange Capital Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Interchange Capital Partners reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**How much does Interchange Capital Partners charge?**
Its Form ADV Part 2A brochure dated June 17, 2026 states: Flat fee: $12,000 to $120,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Interchange Capital Partners located?**
Interchange Capital Partners' principal office is in Pittsburgh, PA, according to its Form ADV.

**Is Interchange Capital Partners registered with the SEC or a state?**
Interchange Capital Partners is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 309314.

**How much does Interchange Capital Partners manage?**
Interchange Capital Partners reports $743,604,446 in regulatory assets under management in its Form ADV filing dated June 17, 2026 (100% discretionary).

**How have Interchange Capital Partners' assets and staff changed since 2021?**
In the Form ADV data for Interchange Capital Partners: Regulatory assets under management: $334,777,697 in the October 2021 data and $743,604,446 in the October 2026 data, up 122%. Total employees: 7 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Interchange Capital Partners serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (110); high net worth individuals (86); charitable organizations (11).

**Which custodians does Interchange Capital Partners use?**
Interchange Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Pershing LLC as custodians holding 10% or more of its separately managed account assets.

**Does Interchange Capital Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/309314

**What changed in Interchange Capital Partners' recent Form ADV filings?**
In the July 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated June 17, 2026)

- Flat fee: $12,000 to $120,000 (financial planning services)

> Interchange Capital Partners charges a fixed fee for financial planning services, which generally ranges between $12,000 and $120,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $743,604,446
- Discretionary: $743,604,446
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 110 | $35,084,869 |
| High net worth individuals | 86 | $614,006,852 |
| Charitable organizations | 11 | $11,420,415 |
| Corporations or other businesses not listed above | 11 | $83,092,310 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2020 (6 years)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- interchangecp.com
- Facebook @interchangecp
- LinkedIn @interchange-capital-partners
- YouTube @UCX2eP2C3vz-SMec26FgaSpA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $334,777,697 | 7 | September 2, 2021 |
| October 2022 | $328,168,631 | 8 | June 30, 2022 |
| October 2023 | $217,139,540 | 10 | March 30, 2023 |
| October 2024 | $269,644,276 | 9 | July 25, 2024 |
| October 2025 | $595,946,643 | 11 | March 27, 2025 |
| October 2026 | $743,604,446 | 13 | June 17, 2026 |

Regulatory assets under management: $334,777,697 in the October 2021 data and $743,604,446 in the October 2026 data, up 122%.
Total employees: 7 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 7.
- Regulatory assets under management went from $595,946,643 to $743,604,446 (+25%).
- Updated its list of owners and control persons (Schedule A).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interchange Capital Partners (CRD 309314): Form ADV filing data as of October 2026.