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INNOVA ADVISORS
Legal name: INNOVA ADVISORS LLC
CRD 318958File 801-125747
APPROVED
Retail clients
Filing as of Aug 28, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 4 | decreased by1 |
| Apr 1, 2026 | Clients | 16 | 41 | increased by25 |
| Apr 1, 2026 | AUM | $212,039,919 | $264,788,168 | increased by$52,748,249 |
| Apr 1, 2026 | Accounts | 16 | 54 | increased by38 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 16 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $212,039,919 | increased by$212,039,919 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 16 | increased by16 |
| Oct 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INNOVA ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVA ADVISORS” 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.