INVEST CAPITAL PARTNERS, CO.
Doing business as INVEST CAPITAL PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$271,883,275
Discretionary
$247,308,023
Non-discretionary
$24,575,252
Firm details
- CRD number
- 287987
- SEC file number
- 801-110218
- Main office
- SPRINGBORO, OH, United States
- Employees
- 13
- SEC status
- Approved
- Website
- https://www.MWM.Financial
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.