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INNOVATOR CAPITAL MANAGEMENT, LLC
CRD 287718File 801-110111
APPROVED
Disclosure events
Filing as of Jun 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$30.24B
Top 10% of cohort (national)
Discretionary AUM
$30.24B
Clients
1
1 accounts
Employees
73
Top 10% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 9, 2017
- Principal office
- 200 W FRONT ST, WHEATON, IL, 60187
- Phone
- 800-208-5212
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $30.24B
- Discretionary AUM
- $30.24B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1
- Non-discretionary accounts
- 0
- Total accounts
- 1
- AUM per client
- $30.24B
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $30.24B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11A2
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| May 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Employees | 55 | 73 | increased by18 |
| Apr 1, 2026 | AUM | $22,284,989,873 | $30,237,128,227 | increased by$7,952,138,354 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 30 | 55 | increased by25 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,961,518,469 | $22,284,989,873 | increased by$16,323,471,404 |
| Apr 1, 2022 | Clients | 2 | 1 | decreased by1 |
| Apr 1, 2022 | AUM | $4,055,730,000 | $5,961,518,469 | increased by$1,905,788,469 |
| Apr 1, 2022 | Accounts | 2 | 1 | decreased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INNOVATOR CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVATOR CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.