AdFi
IC

Invest Capital Partners

SEC Registered

An Advisory Firm With You In Mind.

Assets Under Management
$100M–$500M
Year Founded
2017
Office Locations
4 offices
Total Accounts
1283

About the firm

Will Bach established an independent investment advisory firm in 2017 after working for larger institutions for many years. The firm consists of local advisors assisting clients and their community along their journey to financial freedom, with a foundation built on advocating for clients and keeping their best interest in mind. The firm has grown by adding like-minded, experienced advisors focused on supporting their local communities.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Areas of expertise

Investment ManagementFinancial PlanningInsurance SolutionsRetirement PlanningPortfolio ManagementEstate PlanningLifetime Financial Management

Services

Investment management, financial planning, and insurance solutions, including retirement planning, portfolio management, insurance solutions, estate planning, and overall lifetime financial management.

Investment ManagementFinancial PlanningInsuranceWealth Management

Who they serve

Private clients seeking financial guidance, including those with questions about retirement planning, portfolio management, insurance solutions, estate planning, or overall lifetime financial management.

Leadership

John William Bach
CEO, CCO

Office locations

4 offices in 1 state
OH
SpringboroHQ
OH
Dayton
OH
Granville
OH
Liberty Township

Advisors at this firm

9 advisors in the directory

Regulatory & compliance

CRD number
#287987
SEC Number
801-110218
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee

Data as of January 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Invest Capital Partners has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Invest Capital Partners in Springboro, OH - Fees & Services