Innealta Capital is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated April 2, 2026, reports $222M in regulatory assets under management, 4 employees, and 172 accounts.
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 62.4% of total clients.
Top client categories% of clientsClients
1
Individuals
62.4%
73
2
Corporations
20.5%
24
3
HNWI
14.5%
17
4
Investment Cos.
2.6%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of April 2, 2026
Discretionary100.0%
$222M
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$222M
Total Accounts172
10Y AUM Change+$222M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee29:1
10Y Employee Change-3 (-42.9%)
* 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.