Innovation Capital, LLC

Broker-DealerFINRA MemberEst. 2005
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 is registered with the SEC since 2005. The FINTRX entry identifies the owner type as a domestic entity with an individual owner and classifies the firm as unclassified. The record flags the firm as not being a capital allocator and not an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The profile on file does not include descriptions of client segments, fee schedules, specific business activities, or advisory services offered, so there is no public detail on how the firm positions its investment practice or the client types it targets.

Assets & Accounts

Location & Offices

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

    PresidentCRD 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