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CAPITAL INNOVATIONS, LLC

CRD 145329 · SEC 801-72322

Visit website

N19W24400 RIVERWOOD DR, SUITE 350, WAUKESHA, WI, 53188, United States

Phone

262-746-3100

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$806.7M

Discretionary AUM

$405.6M

Team

4 total employees; 4 advisory reps; 3 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Investment companies1$798.5M
Other investment advisers5$6.8M

States served

WI

All web addresses on file

Official SEC filing: View on IAPD