Invest Capital Partners, Co.
- Regulatory AUM
- $272M
- Discretionary
- $247M
- Clients
- 661
- Avg AUM / client
- $411K
- Accounts
- 1,283
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 554 | $111M | 40.8% |
| High net worth individuals | 93 | $140M | 51.3% |
| Charitable organizations | 4 | $4.5M | 1.67% |
| Corporations and other businesses | 10 | $16.8M | 6.17% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John William Bach | Ceo, Cco | CFP | Apr 2017 (9y) | 75% or more |
| Jeffrey Allen Lutz | Registered representative | Jun 2018 (8y) | ||
| Mark A Walters | Registered representative | Aug 2018 (8y) | ||
| Mark Robert Merten | Registered representative | Feb 2019 (7y) | ||
| Michael William Drummond | Registered representative | Aug 2020 (6y) | ||
| Katherine Wynn Mitakides | Registered representative | May 2024 (2y) | ||
| Vincent Paul Dipietro | Registered representative | Nov 2024 (2y) | ||
| Curtis Michael Riley | Registered representative | Dec 2024 (2y) | ||
| Aaron R Merten | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $105M (39% of AUM) Jan 2026
- Charles Schwab & Co. $66.7M (25% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗