INNOVATIVE PORTFOLIOS LLC

CRD #281382 SEC #801-106812 INDIANAPOLIS, IN 317-689-6450

SEC Registered Private Funds

Total AUM

$784.6M

Discretionary

$784.3M

Employees

Clients

Accounts

974

Firm Details

Organization Type: Limited Liability Company
State of Formation: Indiana
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 26, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BROCK, RONALD, ROBERT	I	MANAGING DIRECTOR	NA	Control
BRUCH, AUDREY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
BRUCH, AUDREY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
BRUCH, AUDREY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
BRUCH, AUDREY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
BRUCH, AUDREY, LYNN	I	CHIEF COMPLIANCE OFFICER	NA
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR / CHIEF COMPLIANCE OFFICER	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
GILREATH, DAVID, SHEAFF	I	MANAGING DIRECTOR	NA	Control
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
KURZAWA, AUDREY, L.	I	CHIEF COMPLIANCE OFFICER	NA
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control
SHEAFF BROCK CAPITAL MANAGEMENT, LLC	DE	HOLDING CO.	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
BROCK, RONALD, ROBERT	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control
GILREATH, DAVID, SHEAFF	I	SHEAFF BROCK CAPITAL MANAGEMENT, LLC	D	Control

Registrations

Federal

Mar 26, 2025 REGISTERED

Notice Filings (6)

AZ CA IN NJ TN TX

Address

8801 RIVER CROSSING BLVD
SUITE 100
INDIANAPOLIS, IN 46240
United States

Phone: 317-689-6450