# Invest Capital LLC

> Invest Capital LLC is a state-registered investment advisory firm, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 293495
- Filed as: INVEST CAPITAL LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293495
- AdvisorCensus page: https://advisorcensus.com/firm/invest-capital-llc-293495

## Quick answers

**How is Invest Capital LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Invest Capital LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Invest Capital LLC registered with the SEC or a state?**
Invest Capital LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293495.

**How much does Invest Capital LLC manage?**
Invest Capital LLC reports $27,703,449 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (90% discretionary).

**What types of clients does Invest Capital LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (22); high net worth individuals (7).

**Does Invest Capital LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293495

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $27,703,449
- Discretionary: $25,015,877
- Non-discretionary: $2,687,572

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 22 | $10,091,240 |
| High net worth individuals | 7 | $17,612,209 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investcapitalllc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Invest Capital LLC (CRD 293495): Form ADV filing data as of October 2026.