Firm
Inverlochy Capital
New York
Fee-only
Inverlochy Capital at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 5 employees and 30 individual clients, 17 of them high net worth.
- Its average account is about $663,000 (assets it manages divided by its 67 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York |
|---|---|
| Website | inverlochycapital.com |
| [email protected] | |
| Phone | (705) 887-6953 |
Inverlochy Capital fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $250,000 |
|---|
In the firm's words
"Please note that our minimum investment amount is $250,000 but this can be waived at the discretion of Inverlochy Capital." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $44 million |
| Individual clients | 13 |
| High-net-worth clients | 17 |
| Accounts managed | 67 |
| Employees | 5 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78014) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 132253 |