CAPITAL INNOVATIONS, LLC
CRD #145329 SEC #801-72322 WAUKESHA, WI 262-746-3100
SEC Registered
Total AUM
$372.9M
Discretionary
$193.7M
Employees
4
Clients
0
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $372.9M | $193.7M | $179.2M | 4 | 3 |
| Aug 2024 | $204.3M | $122.6M | $81.7M | 4 | 3 |
| Jul 2024 | $109.1M | $74.1M | $35M | 5 | 0 |
| Mar 2024 | $109.1M | $74.1M | $35M | 5 | 0 |
| Mar 2023 | $207.6M | $30.1M | $177.5M | 7 | 0 |
| Apr 2022 | $200.6M | $10.8M | $189.8M | 7 | 0 |
| Mar 2022 | $200.6M | $10.8M | $189.8M | 7 | 0 |
| Feb 2022 | $173.3M | $4.3M | $169M | 7 | 0 |
| Mar 2021 | $173.3M | $4.3M | $169M | 7 | 0 |
| Mar 2020 | $103.6M | $48.6M | $55M | 4 | 0 |
| Mar 2019 | $103.1M | $48.1M | $55M | 3 | 0 |
| Mar 2018 | $110.9M | $60.9M | $50M | 3 | 0 |
| Mar 2017 | $116M | $116M | $0 | 6 | 11 |
| Mar 2016 | $162M | $162M | $0 | 6 | 11 |
| Mar 2015 | $175.8M | $175.8M | $0 | 6 | 11 |
| Mar 2014 | $132.4M | $132.4M | $0 | 6 | 11 |
| Oct 2013 | $90.5M | $90.5M | $0 | 5 | 11 |
| Aug 2013 | $90.5M | $90.5M | $0 | 5 | 11 |
| Apr 2013 | $90.5M | $90.5M | $0 | 5 | 11 |
| Aug 2012 | $144.7M | $52.3M | $92.5M | 1 | 11 |
| Apr 2012 | $144.7M | $52.3M | $92.5M | 1 | 11 |
| Apr 2011 | $92.7M | $17.4M | $75.3M | 5 | -- |
| Apr 2011 | $92.7M | $17.4M | $75.3M | 5 | -- |
| Feb 2011 | $66.1M | $16.1M | $50M | 5 | -- |
| Feb 2011 | $33.8M | $8.8M | $25M | 5 | -- |
| Dec 2010 | $60K | $60K | $0 | 5 | -- |
| Nov 2010 | $60K | $60K | $0 | 5 | -- |
| Oct 2009 | $2B | $10M | $2B | 10 | -- |
| Jun 2009 | $2B | $10M | $2B | 10 | -- |
| Apr 2009 | $2B | $10M | $2B | 10 | -- |
DateMar 2025
Total AUM$372.9M
Discretionary$193.7M
Non-Disc.$179.2M
Employees4
Clients3
DateAug 2024
Total AUM$204.3M
Discretionary$122.6M
Non-Disc.$81.7M
Employees4
Clients3
DateJul 2024
Total AUM$109.1M
Discretionary$74.1M
Non-Disc.$35M
Employees5
Clients0
DateMar 2024
Total AUM$109.1M
Discretionary$74.1M
Non-Disc.$35M
Employees5
Clients0
DateMar 2023
Total AUM$207.6M
Discretionary$30.1M
Non-Disc.$177.5M
Employees7
Clients0
DateApr 2022
Total AUM$200.6M
Discretionary$10.8M
Non-Disc.$189.8M
Employees7
Clients0
DateMar 2022
Total AUM$200.6M
Discretionary$10.8M
Non-Disc.$189.8M
Employees7
Clients0
DateFeb 2022
Total AUM$173.3M
Discretionary$4.3M
Non-Disc.$169M
Employees7
Clients0
DateMar 2021
Total AUM$173.3M
Discretionary$4.3M
Non-Disc.$169M
Employees7
Clients0
DateMar 2020
Total AUM$103.6M
Discretionary$48.6M
Non-Disc.$55M
Employees4
Clients0
DateMar 2019
Total AUM$103.1M
Discretionary$48.1M
Non-Disc.$55M
Employees3
Clients0
DateMar 2018
Total AUM$110.9M
Discretionary$60.9M
Non-Disc.$50M
Employees3
Clients0
DateMar 2017
Total AUM$116M
Discretionary$116M
Non-Disc.$0
Employees6
Clients11
DateMar 2016
Total AUM$162M
Discretionary$162M
Non-Disc.$0
Employees6
Clients11
DateMar 2015
Total AUM$175.8M
Discretionary$175.8M
Non-Disc.$0
Employees6
Clients11
DateMar 2014
Total AUM$132.4M
Discretionary$132.4M
Non-Disc.$0
Employees6
Clients11
DateOct 2013
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients11
DateAug 2013
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients11
DateApr 2013
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients11
DateAug 2012
Total AUM$144.7M
Discretionary$52.3M
Non-Disc.$92.5M
Employees1
Clients11
DateApr 2012
Total AUM$144.7M
Discretionary$52.3M
Non-Disc.$92.5M
Employees1
Clients11
DateApr 2011
Total AUM$92.7M
Discretionary$17.4M
Non-Disc.$75.3M
Employees5
Clients--
DateApr 2011
Total AUM$92.7M
Discretionary$17.4M
Non-Disc.$75.3M
Employees5
Clients--
DateFeb 2011
Total AUM$66.1M
Discretionary$16.1M
Non-Disc.$50M
Employees5
Clients--
DateFeb 2011
Total AUM$33.8M
Discretionary$8.8M
Non-Disc.$25M
Employees5
Clients--
DateDec 2010
Total AUM$60K
Discretionary$60K
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$60K
Discretionary$60K
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$2B
Discretionary$10M
Non-Disc.$2B
Employees10
Clients--
DateJun 2009
Total AUM$2B
Discretionary$10M
Non-Disc.$2B
Employees10
Clients--
DateApr 2009
Total AUM$2B
Discretionary$10M
Non-Disc.$2B
Employees10
Clients--