Katherine Wynn Mitakides
Investment adviser representative at Invest Capital Partners
21 yearsExperience
2 statesRegistered in
$271.9MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Invest Capital PartnersMay 2024 to now
- Edward JonesOct 2018 to now
- Sove Law, LLCFeb 2018 to May 2018
- Study Strategies/college Ready TutorJan 2015 to May 2018
- Dr. John Mitakides, Dds, Inc.Jan 2005 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, OH).
Invest Capital Partners
Legal name: Invest Capital Partners, Co.
$271.9MAssets managed
661Clients
10Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7024134
- Firm CRD
- 287987