INVEST CAPITAL PARTNERS

Legal name: INVEST CAPITAL PARTNERS, CO.

CRD 287987File 801-110218

APPROVED

Retail clients

Filing as of Jan 5, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$271.9M

Below cohort median (national)

Discretionary AUM

$247.3M

Non-discretionary $24.6M

Clients

661

1,283 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Apr 4, 2017
Principal office: 550 S. MAIN STREET, SPRINGBORO, OH, 45066
Phone: 937-557-3200
Website: https://www.MWM.Financial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $271.9M
Discretionary AUM: $247.3M
Non-discretionary AUM: $24.6M
Discretionary accounts: 1,170
Non-discretionary accounts: 113
Total accounts: 1,283
AUM per client: $411K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$16.8M
Charitable organizations	Fewer than 5	$4.5M
High net worth individuals	93	$139.6M
Individuals (other than high net worth individuals)	554	$111.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.