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INNOVA ADVISORS
Legal name: INNOVA ADVISORS LLC
CRD 318958File 801-125747
APPROVED
Retail clients
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$264.8M
Below cohort median (national)
Discretionary AUM
$284K
Non-discretionary $264.5M
Clients
41
54 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Sep 16, 2022
- Principal office
- 2100 PONCE DE LEON BLVD., SUITE 1180, CORAL GABLES, FL, 33134
- Phone
- 305-646-1557
- Website
- https://innovadvisors.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $264.8M
- Discretionary AUM
- $284K
- Non-discretionary AUM
- $264.5M
- Discretionary accounts
- 4
- Non-discretionary accounts
- 50
- Total accounts
- 54
- AUM per client
- $6.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $247.4M |
| High net worth individuals | Fewer than 5 | $13.9M |
| Individuals (other than high net worth individuals) | 26 | $3.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.