Innovation Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Boca Raton, Florida
CRD number
133551
Registered since
May 17, 2005

Firm profile

FINTRX

Overview

Innovation Capital, LLC is organized as a limited liability company and appears in the dataset as an unclassified investment advisory entity with domestic ownership. The record notes a single office location but does not include a public address or staffing details. Available profile fields are sparse. The firm is not identified as a capital allocator and is not recorded as engaging in ESG investing. The dataset also indicates it is not a multi-state adviser, not listed as newly formed, not a pension consultant, and has no noted related-adviser status. There are no disclosed details about its advisory services, investment strategy, fee structure, client makeup, or assets under management.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Steven Thornton

    Steven Thornton

    FinOpCRD 4496384

  • Matthew Sodl

    Matthew Sodl

    Founding Partner and PresidentCRD 2868101

  • Kevin Scheible

    Kevin Scheible

    Managing DirectorCRD 4487463

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boca Raton, FL

Palm Beach

Location

Boca Raton, FL

Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
2255 Glades Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth