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INNOVATIVE CAPITAL ADVISORS, LLC
CRD 161281 · SEC 801-76745
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
| Type | Clients | AUM |
|---|---|---|
| Insurance companies | 25 | $619.5M |
All web addresses on file
Official SEC filing: View on IAPD