Aaron R. Merten

INVEST CAPITAL PARTNERS

Kettering, OH 45429

CRD#: 8138601

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Professional summary

Aaron R Merten is a registered financial advisor currently at INVEST CAPITAL PARTNERS located in Kettering, Ohio.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Aaron has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron R Merten's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 29, 2026 - Present

INVEST CAPITAL PARTNERS

Office #1: 5335 Far Hills Ave Suite 306, Kettering, OH 45429

RIA

CRD#: 287987

Kettering, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INVEST CAPITAL PARTNERS

CRD#: 287987 / SEC#: 801-110218

RIA

Registered Investment Advisory firm - (4/4/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/21/2026

Uniform Investment Adviser Law Examination

Current Firm

INVEST CAPITAL PARTNERS

CRD#: 287987 / SEC#: 801-110218

RIA

Registered Investment Advisory firm - (4/4/2017 Approved)

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Contact information

Main Address

550 S. Main Street, Springboro, OH 45066

Mailing Address

550 S. Main Street, Springboro, OH 45066

Phone number

(937) 557-3200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INVEST CAPITAL PARTNERS BROCHURE DISCLOSURE (1/5/2026)

Regulatory assets under management

Total Number of Accounts	1,283
AUM (Assets Under Management)	$ 271,883,275

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Aaron R. Merten

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron R Merten's CRS (Customer Relationship Summary).

Certified licenses

Experience

INVEST CAPITAL PARTNERS

Primary Firm SEC Registration

INVEST CAPITAL PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 4/21/2026

Current Firm

INVEST CAPITAL PARTNERS

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INVEST CAPITAL PARTNERS

TRUST BUT VERIFY

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