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INNOVATION X ADVISORS
Legal name: INNOVATION X ADVISORS, LLC
CRD 322292File 801-126051
APPROVED
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.52B
Top 25% of cohort (national)
Discretionary AUM
$4.52B
Clients
19
19 accounts
Employees
4
Top 25% of cohort in MD
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 12, 2022
- Principal office
- 1445 RESEARCH BLVD., SUITE 530, ROCKVILLE, MD, 20850
- Phone
- 2402231988
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.52B
- Discretionary AUM
- $4.52B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 19
- Non-discretionary accounts
- 0
- Total accounts
- 19
- AUM per client
- $237.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 19 | $4.52B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for pooled investment vehicles
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 | AUM | $1,832,798,432 | $4,516,478,450 | increased by$2,683,680,018 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 0 | 19 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $1,832,798,432 | increased by$1,832,798,432 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 19 | increased by19 |
| Aug 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 “INNOVATION ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INNOVATION 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.