Innova Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$0
About
Innova Capital Management provides investment risk consulting to investors on a fee-only basis, using proprietary quantitative research to generate risk metrics and due diligence. The firm’s services are advisory and informational rather than discretionary investment management.
Innova emphasizes quantitative risk research and delivers metrics intended to supplement a client’s existing portfolio risk-management process. The brochure states that its risk metrics are not designed to be the sole component of a client’s risk strategy and that clients should coordinate findings with their personal portfolio managers.
Compared with many independent peers, Innova does not provide portfolio management for individual clients and does not employ percentage-of-assets-under-management fees. Its exclusive focus on specialist risk analytics and its explicit role as a supplemental consultant to clients’ own managers is a distinguishing feature relative to firms that commonly combine advisory work with direct portfolio management.
Client services
Expertise
Fee options
$400 per hour for Investment Risk Consultation
Fee-only: Fee only basis for services
Main office location
Innova Capital Management, LLC
Montgomery TX, United States
Number of offices
1
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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