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 has been SEC-registered since 2005. The firm is classified as unclassified in the available record and is owned by a combination of a domestic entity and an individual. The profile indicates the adviser does not act as a capital allocator, is not an active ESG investor, and does not operate as a multistate or newly formed adviser. It is not identified as a pension consultant or as a related adviser to another registered adviser.

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

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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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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