I
Invantage Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
InVantage Capital LLC provides portfolio management and optional financial planning services to individual clients, offering quarterly written reports and the ability for clients to impose reasonable account restrictions. The firm’s brochure indicates it is newly formed and currently reports no assets under management.
The firm describes a comprehensive, fundamentally driven investment process that combines quantitative and qualitative analysis, including reviews of corporate filings (10-Ks/10-Qs), free cash flow assessments, earnings call transcripts, and analysis of debt structures and ratings. Portfolios are managed with a long-term perspective emphasizing asset allocation and diversification, while allowing client-specific concentration and discretionary trading authority with trade aggregation when appropriate.
Notably, the firm’s principal also holds licenses to practice law and to act as a real estate broker, and the brochure states any legal or real estate work would be offered under separate agreements with disclosures of potential conflicts. InVantage positions itself as a fee-only fiduciary that does not accept commissions or performance-based fees and may provide financial planning at no additional charge, with these arrangements and conflicts described explicitly in the firm’s disclosures.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
1% annually standard; up to 2% annually in special cases
Fee-only: Fee-only advisory firm; no commissions or product-based compensation
Main office location
Invantage Capital LLC
3650 Mt. Diablo Blvd, Ste 225
Lafayette CA 94549, United States
Number of offices
1
Most active in
Invantage Capital LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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