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INVESCO CAPITAL MANAGEMENT LLC
CRD 125601File 801-61851
APPROVED
Custody
Disclosure events
Filing as of Aug 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$941.02B
Top 10% of cohort (national)
Discretionary AUM
$938.92B
Non-discretionary $2.11B
Clients
444
444 accounts
Employees
222
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 7, 2003
- Principal office
- 3500 LACEY ROAD, SUITE 700, DOWNERS GROVE, IL, 60515
- Phone
- 800-983-0903
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $941.02B
- Discretionary AUM
- $938.92B
- Non-discretionary AUM
- $2.11B
- Discretionary accounts
- 435
- Non-discretionary accounts
- 9
- Total accounts
- 444
- AUM per client
- $2.12B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 28 | $35.31B |
| Insurance companies | Fewer than 5 | $122.8M |
| Investment companies | 228 | $804.39B |
| Pooled investment vehicles | 180 | $97.14B |
| Pension and profit sharing plans | 7 | $4.06B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — UNITARY FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11D2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 232 | 222 | decreased by10 |
| Apr 1, 2026 | Clients | 452 | 444 | decreased by8 |
| Apr 1, 2026 | AUM | $934,630,131,863 | $941,022,882,379 | increased by$6,392,750,516 |
| Apr 1, 2026 | Accounts | 452 | 444 | decreased by8 |
| Feb 1, 2026 | Custody | No | Yes | |
| Feb 1, 2026 | Clients | 436 | 452 | increased by16 |
| Feb 1, 2026 | AUM | $740,525,540,103 | $934,630,131,863 | increased by$194,104,591,760 |
| Feb 1, 2026 | Accounts | 436 | 452 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 147 | 232 | increased by85 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 396 | 436 | increased by40 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $477,821,354,120 | $740,525,540,103 | increased by$262,704,185,983 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 396 | 436 | increased by40 |
| Apr 1, 2022 | Employees | 124 | 147 | increased by23 |
| Apr 1, 2022 | Clients | 333 | 396 | increased by63 |
| Apr 1, 2022 | AUM | $333,853,184,242 | $477,821,354,120 | increased by$143,968,169,878 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESCO CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESCO CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.