INNOVATIVE CAPITAL ADVISORS, LLC
CRD #161281 SEC #801-76745 CHICAGO, IL 312-263-6408
SEC Registered
Total AUM
$629.3M
Discretionary
$629.3M
Employees
7
Clients
--
Accounts
24
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $629.3M | $629.3M | $0 | 7 | 0 |
| Aug 2024 | $654.9M | $654.9M | $0 | 7 | 0 |
| Jan 2024 | $654.9M | $654.9M | $0 | 7 | 0 |
| Jan 2023 | $661.4M | $661.4M | $0 | 8 | 0 |
| Jan 2022 | $594.6M | $594.6M | $0 | 8 | 0 |
| Feb 2021 | $544M | $544M | $0 | 8 | 0 |
| Feb 2020 | $504.8M | $504.8M | $0 | 8 | 0 |
| Mar 2019 | $385.3M | $385.3M | $0 | 8 | 0 |
| Aug 2018 | $363.2M | $363.2M | $0 | 8 | 0 |
| Mar 2018 | $363.2M | $363.2M | $0 | 8 | 0 |
| Jan 2017 | $315.3M | $315.3M | $0 | 9 | 26 |
| Jan 2016 | $293.8M | $293.8M | $0 | 9 | 11 |
| Jun 2015 | $265.3M | $265.3M | $0 | 5 | 11 |
| Jan 2015 | $265.3M | $265.3M | $0 | 5 | 11 |
| Sep 2014 | $263.5M | $263.5M | $0 | 5 | 11 |
| Jun 2014 | $263.5M | $263.5M | $0 | 5 | 11 |
| Feb 2014 | $263.5M | $263.5M | $0 | 5 | 11 |
| Nov 2013 | $248.5M | $248.5M | $0 | 5 | 11 |
| Feb 2013 | $248.5M | $248.5M | $0 | 5 | 11 |
| Sep 2012 | $254.5M | $254.5M | $0 | -- | 11 |
| Aug 2012 | $254.5M | $254.5M | $0 | -- | 11 |
| May 2012 | $254.5M | $254.5M | $0 | -- | 11 |
DateFeb 2025
Total AUM$629.3M
Discretionary$629.3M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$654.9M
Discretionary$654.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2024
Total AUM$654.9M
Discretionary$654.9M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$661.4M
Discretionary$661.4M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$594.6M
Discretionary$594.6M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$544M
Discretionary$544M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$504.8M
Discretionary$504.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$385.3M
Discretionary$385.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$363.2M
Discretionary$363.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2018
Total AUM$363.2M
Discretionary$363.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2017
Total AUM$315.3M
Discretionary$315.3M
Non-Disc.$0
Employees9
Clients26
DateJan 2016
Total AUM$293.8M
Discretionary$293.8M
Non-Disc.$0
Employees9
Clients11
DateJun 2015
Total AUM$265.3M
Discretionary$265.3M
Non-Disc.$0
Employees5
Clients11
DateJan 2015
Total AUM$265.3M
Discretionary$265.3M
Non-Disc.$0
Employees5
Clients11
DateSep 2014
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees5
Clients11
DateJun 2014
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees5
Clients11
DateFeb 2014
Total AUM$263.5M
Discretionary$263.5M
Non-Disc.$0
Employees5
Clients11
DateNov 2013
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees5
Clients11
DateFeb 2013
Total AUM$248.5M
Discretionary$248.5M
Non-Disc.$0
Employees5
Clients11
DateSep 2012
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees--
Clients11
DateAug 2012
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees--
Clients11
DateMay 2012
Total AUM$254.5M
Discretionary$254.5M
Non-Disc.$0
Employees--
Clients11