Invesco Capital Management LLC
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Overview
Invesco Capital Management LLC operates as an advisory firm that has its headquarters in Downers Grove, Illinois. The company has $400.6 billion in assets under management throughout 425 accounts, making it one of the biggest firms in the United States by assets under management (AUM). It has a large group, including 48 financial advisors. Invesco Capital Management LLC is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable financial investments such as bonds, stocks and options.
Invesco Capital Management LLC oversees most of the company's client assets in a discretionary manner. Discretionary management signifies that buy and sell judgments for the client's account are made by a portfolio manager without needing to seek client permission. It also has eight non-discretionary accounts with a total of $147.0 billion in assets under management. The company's average account size is $943.5 million. The typical advisor at Invesco Capital Management LLC manages about nine client accounts, making it one of the more personalized financial advisor firms in the country.
The firm's main office is located at 3500 Lacey Road, Downers Grove, Illinois 60515. Invesco Capital Management LLC is legally permitted to serve customers in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Invesco Capital Management LLC by the Numbers
$400.6 billion
193
425
$942.7 million
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. However, fees charged by the firm can consist of any blend of the following fee structures: asset-based or other. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
Invesco Capital Management LLC provides services to investment companies, pooled investment vehicles and other. Out of its 425 clients, Invesco Capital Management LLC's biggest client group by number of accounts is investment companies. Just 8% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Invesco Capital Management LLC does not have any disclosures.
Please visit its Form ADV for more details.
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