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Invest Capital Partners

CRD 287987  ·  Springboro, OH  ·  $271.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
287987
SEC number
801-110218
Firm type
RIA
Assets under management
$271.9M as of Jan 5, 2026
Website
www.mwm.financial ↗
Phone
937-557-3200
Address
550 S. Main Street, Springboro, OH, 45066

Advisors at this firm

9 in our index · page 1 of 1

  • John William BachCRD 5436710 · Springboro, OH
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Vincent Paul DipietroCRD 1543855 · Springboro, OH
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Michael William DrummondCRD 6783930 · Columbus, OH
    IA RegisteredRegistration inactive
  • Jeffrey Allen LutzCRD 2074166 · Springboro, OH
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Mark Robert MertenCRD 4218324 · Springboro, OH
    IA RegisteredRegistration inactive
  • Aaron R MertenCRD 8138601 · Kettering, OH
    IA Registered
  • Katherine Wynn MitakidesCRD 7024134 · Springboro, OH
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Curtis Michael RileyCRD 7210326 · Springboro, OH
    IA RegisteredRegistration inactive
  • Mark A WaltersCRD 5896207 · Granville, OH
    IA RegisteredRegistration inactive
1–9 of 9

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 287987 ↗ FINRA BrokerCheck record for firm CRD 287987 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.