Invesco Capital Management
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2399 of mapped providers
Assets under administration$17.4B0.0%Market share · rank #778
Fees received$2MMedian $372,055/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Invesco Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Invesco Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $372,055 |
Competitor overlap
Percent of Invesco Capital Management's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Invesco Capital Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Invesco Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITY HEALTH SYSTEMNY · 222572873-001 | Emerald Print Management | $321M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PHILLIPS 66 COMPANYTX · 371652702-002 | $7.7B | 17,993 | $705,211 | 6y | 1 |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $372,055 | 9y | 1 |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | $3.3B | 13,997 | $273,694 | 10y | - |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $914,805 | 5y | - |
THE FIRST NATIONAL BANK & TRUST COMPANY OF NEWTOWNPA · 230916895-002 | $45M | 173 | $0 | 7y | - |
Flag exposure
80.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (5)
Raw Schedule C names collapsed into Invesco Capital Management.
- DANE COOPER
- DANEKER, MCINTIRE, SCHUMM, PRINCE
- INVESCO CAPITAL MANAGEMENT
- INVESCO CAPITAL MANAGEMENT LLC
- INVESCO CAPITAL MANAGEMENTS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Invesco Capital Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 20.00% | 0.14% | +19.86 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Invesco Capital Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Invesco Capital Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 1 | 20.0% |
| Mooney, Green, Baker & Saidon PC | 1 | 20.0% |
| Morgan Lewis & Bockius LLP | 1 | 20.0% |
| Steptoe & Johnson | 1 | 20.0% |
| Tucker Arensberg | 1 | 20.0% |