Curtis Michael Riley
Investment adviser representative at Invest Capital Partners
15 yearsExperience
5 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
15 years in the industry.
- Invest Capital PartnersDec 2024 to now
- Curtis Michael Riley, Ii, Sole ProprietorFeb 2022 to now
- Inertia Wealth Management, LLC dba Inertia Wealth ManagementFeb 2022 to now
- Triad TechnologiesFeb 2022 to now
- Park Avenue Securities LLC dba Dlak Wealth AdvisorsMay 2021 to Jan 2022
- Guardian Life InsuranceApr 2021 to Jan 2022
- Park Avenue Securities LLCApr 2021 to Jan 2022
- Edward JonesFeb 2020 to Apr 2021
- Parker Hannifin CorporationJun 2011 to Dec 2019
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 5 states (CA, IL, MN, OH, TX).
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
- 7210326
- Firm CRD
- 287987