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INNOVATIVE CAPITAL ADVISORS, LLC

CRD 161281 · SEC 801-76745

Visit website

200 W. ADAMS, SUITE 2950, CHICAGO, IL, 60606, United States

Phone

312-263-6408

Fax

877-783-4432

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$619.5M

Discretionary AUM

$619.5M

Team

7 total employees; 4 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-01-29

Disciplinary history

No

Services

PORFOLIO MANAGEMENT OF TRUSTS

Client types

TypeClientsAUM
Insurance companies25$619.5M

All web addresses on file

Official SEC filing: View on IAPD