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).

By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $165,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, IN, MI, OH, TN, TX, VA

Financial Advisors at Invest Capital Partners
Showing 1 - 5 of 5 top financial advisors.
1
John W. Bach
CRD#: 5436710
550 S. Main Street, Springboro, OH 45066

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.

2
Michael W. Drummond
CRD#: 6783930
Columbus, OH

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.

3
Jeffrey A. Lutz
CRD#: 2074166
550 S. Main Street, Springboro, OH 45066

Jeffrey Lutz (CRD# 2074166) is an Investment Advisor Representative working at Invest Capital Partners in Springboro, OH and has over 32 years of experience in the finance industry.

4
Mark R. Merten
CRD#: 4218324
550 S. Main Street, Springboro, OH 45066

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.

5
Mark A. Walters
CRD#: 5896207
230 E Broadway, Granville, OH 43023

Mark Walters (CRD# 5896207) is an Investment Advisor Representative working at Invest Capital Partners in Granville, OH and has over 12 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.