INNOVEST STRATEGIES LLC

INNOVEST STRATEGIES LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 334763). Regulatory assets under management: $26.8M.

Registration

• CRD: 334763
• Type: Registered investment adviser
• Location: 134 WIND CHIME COURT, RALEIGH, NC, 27615
• Phone: 252-600-0250
• Latest filing: 2026-03-30
• Regulatory AUM: $26.8M
• Discretionary AUM: $26.8M
• Clients: 1
• Accounts: 49

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334763 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search