AdvisorCensus / Financial advisors / Ohio / Cincinnati / Invest Capital Partners
Invest Capital Partners
Filed as INVEST CAPITAL PARTNERS · Legal name Invest Capital Partners, Co.
Invest Capital Partners is an SEC-registered investment advisory firm in Springboro, OH, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 5, 2026.
Quick answers
From the filingHow is Invest Capital Partners compensated?
On its Form ADV (Item 5.E, October 2026), Invest Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is Invest Capital Partners located?
Invest Capital Partners' principal office is in Springboro, OH, according to its Form ADV; the February 2026 filing also lists 3 other offices (Schedule D, Section 1.F).
Is Invest Capital Partners registered with the SEC or a state?
Invest Capital Partners is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 287987.
How much does Invest Capital Partners manage?
Invest Capital Partners reports $271,883,275 in regulatory assets under management in its Form ADV filing dated January 5, 2026 (91% discretionary).
How have Invest Capital Partners' assets and staff changed since 2021?
In the Form ADV data for Invest Capital Partners: Regulatory assets under management: $145,325,488 in the October 2021 data and $271,883,275 in the October 2026 data, up 87%. Total employees: 10 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 Invest Capital Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (554); high net worth individuals (93); corporations or other businesses not listed above (10).
Which custodians does Invest Capital Partners use?
Invest Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Invest 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/287987
Does Invest Capital Partners state an account minimum?
Its Form ADV Part 2A brochure dated January 5, 2026 says: "In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right not to accept an account and/or terminate an account if it falls below a size which, in our sole opinion, is too small to manage effectively."
What changed in Invest Capital Partners' recent Form ADV filings?
In the February 2026 filing data: Regulatory assets under management went from $229,325,324 to $271,883,275 (+19%). Registered or notice-filed in NC, VA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
In general, we do not require a minimum dollar amount to open and maintain an advisory account; however, we have the right not to accept an account and/or terminate an account if it falls below a size which, in our sole opinion, is too small to manage effectively.
As stated in the firm's Form ADV Part 2A brochure dated January 5, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$271,883,275 as of October 2026, filing dated January 5, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Invest Capital Partners, Co.
- Also doing business as
- INERTIA WEALTH MANAGEMENT, MERTEN CAPITAL, MIDWESTERN WEALTH MANAGEMENT, RIVERVIEW ACCOUNTING & ADVISORY, CO.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 13. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
3 other offices, as of the February 2026 filing
- States registered or notice-filed
-
14 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $271,883,275 | 13 | January 5, 2026 |
| October 2025 | $229,325,324 | 11 | January 7, 2025 |
| October 2024 | $144,477,332 | 9 | July 10, 2024 |
| October 2023 | $130,233,012 | 7 | January 18, 2023 |
| October 2022 | $177,512,570 | 10 | March 31, 2022 |
| October 2021 | $145,325,488 | 10 | March 31, 2021 |
Regulatory assets under management: $145,325,488 in the October 2021 data and $271,883,275 in the October 2026 data, up 87%.
Total employees: 10 in October 2021 and 13 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- February 2026
- Regulatory assets under management went from $229,325,324 to $271,883,275 (+19%).
- Registered or notice-filed in NC, VA.
- January 2026
- No longer registered or notice-filed in NC, VA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Invest Capital Partners (CRD 287987): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/invest-capital-partners-springboro-oh-287987