Invest Capital Partners
Invest Capital Partners (CRD# 287987) is a financial advisory firm headquartered in Springboro, OH. They manage $144,477,332 in 872 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management144MILLION
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Total Number of Accounts872ACCOUNTS
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Average Account Value$165,685
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, IL, IN, MI, OH, TN, TX, VA
John Bach (CRD# 5436710) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 16 years of experience in the finance industry.
Michael Drummond (CRD# 6783930) is an Investment Advisor Representative working at Invest Capital Partners in Columbus, OH and has over 6 years of experience in the finance industry.
Jeffrey Lutz (CRD# 2074166) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 33 years of experience in the finance industry.
Mark Merten (CRD# 4218324) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 23 years of experience in the finance industry.
Daniel O'connor (CRD# 2618069) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 28 years of experience in the finance industry.
Mark Walters (CRD# 5896207) is an Investment Advisor Representative working at Invest Capital Partners in Granville, OH and has over 13 years of experience in the finance industry.