Wealth manager, independent · Springboro, OH
Invest Capital Partners
Invest Capital Partners, Co. · SEC-registered investment adviser · CRD 287987 · SEC 801-110218
At a glance
Invest Capital Partners is an SEC-registered investment adviser based in Springboro, Ohio, with $272 million in regulatory assets under management as of its Form ADV filed January 5, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 647 individual clients. By Form ADV it is a wealth manager, ranked 4,719th of 8,915 wealth managers and 10,673rd of 17,210 SEC-registered advisers by assets.
Main office 937-557-3200As filed on Form ADV
- Regulatory AUM
- $272M
- Rank among wealth managers
- #4,719 of 8,915
- Rank among all SEC RIAs
- #10,673 of 17,210
- Rank in Ohio
- #247 of 403
- Individual clients
- 647
- High-net-worth clients
- 93
- Accounts
- 1,283
- Discretionary
- 91% of AUM
- Employees
- 13
- Advisory staff
- 9
- Offices
- 6
Owners and executives on its Form ADV
- John W. BachCEO, CCO
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 93 | $140M | 51% |
| Individuals | 554 | $111M | 41% |
| Corporations or other businesses | 10 | $17M | 6% |
| Charitable organizations | 4 | $5M | 2% |
Disciplinary disclosures
Invest Capital Partners reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗
AtlasMembers
The full record on Invest Capital Partners
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 6,465 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Invest Capital Partners manage?
Invest Capital Partners reports $272 million in regulatory assets under management across 1,283 accounts, 91% of it on a discretionary basis, on its Form ADV filed January 5, 2026.
What kind of firm is Invest Capital Partners?
Invest Capital Partners is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Invest Capital Partners’s clients?
By assets, its largest client types are high-net-worth individuals ($140 million, 93 clients); individuals ($111 million, 554 clients); corporations or other businesses ($17 million, 10 clients).
Does Invest Capital Partners have any disciplinary history?
Invest Capital Partners reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Invest Capital Partners’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-05), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →