Innova Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 24, 2026, reports $265M in regulatory assets under management, 4 employees, and 54 accounts.
Assets Under Management
$265M
Employees
4
Offices
--
Total Clients
41
Primary office
CORAL GABLES, FL
2100 PONCE DE LEON BLVD., SUITE 1180, CORAL GABLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.4% of total clients.
Top client categories% of clientsClients
1
Individuals
63.4%
26
2
Corporations
31.7%
13
3
HNWI
4.9%
2
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$265Mas of May 20, 2026
Discretionary0.1%
$284K
0% of total RAUM0.1%
Non-discretionary99.9%
$265M
100% of total RAUM99.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$265M
Total Accounts54
10Y AUM Change+$265M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee10:1
10Y Employee Change+1 (+33.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.