# Invest Capital Partners

Invest Capital Partners is a Bank / Wealth / Trust based in Springboro, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Springboro, United States
- **Region:** North America
- **Address:** Springboro, OH, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** mwm.financial
- **LinkedIn:** https://www.linkedin.com/company/invest-capital-partners-llc

## Regulatory record

- **CRD number:** 287987
- **SEC file number:** 801-110218
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287987

## About

Invest Capital Partners was founded in 2017 and operates from Springboro, Ohio — a bedroom community strategically positioned on the I-75 corridor between Dayton and Cincinnati. The firm chose the registered investment advisor route rather than a broker-dealer affiliation, which means it charges fees directly rather than collecting commissions on product sales. From the outset, the shop combined asset management with adjacent professional services, positioning its value proposition as integrated advice rather than investment-picking alone. Strategy centers on bundling portfolio construction with tax planning and financial planning, a structure that keeps asset allocation and tax-loss harvesting inside the same decision loop. The firm's client base spans individuals, high-net-worth households, pension and profit-sharing plans, charitable organizations, and corporations — a mix characteristic of Midwestern RIAs that expand beyond purely personal wealth into institutional retirement-plan advisory. The firm's Form ADV filing serves as the authoritative record of total regulatory assets, strategy breakdowns, and custody arrangements. Team size and AUM remain undisclosed through standard public channels. The firm's web presence routes through the domain mwm.financial, hinting at a possible parent or shared back-office relationship with Midwest Wealth Management, though the exact tie is undocumented in primary sources. May 2024: No verifiable dated operational event surfaced in public reporting; the absence of a media footprint is itself characteristic of a sub-scale RIA that competes on local relationships rather than national press. Structurally, Invest Capital Partners is shaped by its location: it is an independent RIA in a secondary market where the dominant competitors are often bank-trust departments and national broker-dealers. Its bundling model — planning, tax, and investments under one roof — is a genuine differentiator at that scale, replicating a multi-family-office service pattern without the multi-family-office label. Succession and ownership structure are undocumented, which is typical for firms in this size bracket and represents the key open question for any allocator evaluating operational durability beyond the founding generation.

## Sectors

- Financial Services
- Wealth Management

## Questions

### How does the firm charge for its services?

As a registered investment advisor, Invest Capital Partners charges asset-based fees — a percentage of assets under management — rather than commissions on trades or product sales. The RIA structure is a fiduciary standard, legally requiring the firm to put client interests ahead of its own. Exact fee schedules are disclosed in the Form ADV Part 2A brochure, which must be delivered to clients and is available upon request or through the SEC's IAPD database.

### Does the firm have institutional clients, or is it purely retail?

Client disclosures list pension and profit-sharing plans, charitable organizations, and corporations alongside individual and high-net-worth accounts. The presence of ERISA-governed retirement plans means the firm operates under an elevated fiduciary standard for at least a portion of its book, which carries additional compliance and reporting requirements beyond those for purely individual-client RIAs.

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Last updated: 2026-08-11T02:43:31.692Z

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