Innovative Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated January 29, 2026, reports $619M in regulatory assets under management, 7 employees, 1 office, and 25 accounts.
Assets Under Management
$619M
Employees
7
Offices
1 office
Total Clients
25
Primary office
CHICAGO, IL
200 W. ADAMS, SUITE 2950, CHICAGO, IL, United States
Top client segmentInsurance Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Insurance Cos.
100.0%
25
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$619Mas of January 29, 2026
Discretionary100.0%
$619M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$619M
Total Accounts25
10Y AUM Change+$304M (+96.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee4:1
10Y Employee Change-2 (-22.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.