INVEST CAPITAL PARTNERS, CO.
Legal name: INVEST CAPITAL PARTNERS
CRD #287987 SEC #801-110218 SPRINGBORO, OH 937-557-3200
SEC Registered
Total AUM
$229.3M
Discretionary
$215.7M
Employees
11
Clients
10
Accounts
1,200
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 7, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CEO, CCO | E | Control |
| BACH, JOHN, WILLIAM | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO, TREASURER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO, TREASURER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO, TREASURER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO, TREASURER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO, TREASURER | C | Control |
| BACH, JOHN, WILLIAM | I | CEO | C | Control |
| BACH, JOHN, WILLIAM | I | CEO | C | Control |
| BACH, JOHN, WILLIAM | I | CEO | C | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | C | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | C | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| DRAGER, BRAD, L | I | CHIEF INVESTMENT OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| OLVERA, TANYA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BACH, JOHN, WILLIAM | I | VICE PRESIDENT, TREASURER | B | Control |
| BACH, JOHN, WILLIAM | I | VICE PRESIDENT, TREASURER | B | Control |
| BACH, JOHN, WILLIAM | I | VICE PRESIDENT, TREASURER | B | Control |
| BACH, JOHN, WILLIAM | I | VICE PRESIDENT, TREASURER | B | Control |
| BACH, JOHN, WILLIAM | I | VICE PRESIDENT, TREASURER | B | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | B | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | B | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | B | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | B | Control |
| CHUDDE, ADAM, M | I | VICE PRESIDENT | B | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | B | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | B | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | B | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | B | Control |
| CHUDDE, ROGER, BARRY | I | PRESIDENT | B | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | B | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | B | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | B | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | B | Control |
| DRAGER, BRAD, L | I | VICE PRESIDENT | B | Control |
Registrations
Federal
IA
Jan 7, 2025 REGISTERED
Notice Filings (19)
AL AZ CA DC FL GA IL IN MI MN MT NC NH NY OH SC TN TX VA
Address
550 S. MAIN STREETSPRINGBORO, OH 45066
United States
Phone: 937-557-3200