# Innovation Partners LLC

> Innovation Partners LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2013, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 146344
- Filed as: INNOVATION PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146344
- AdvisorCensus page: https://advisorcensus.com/firm/innovation-partners-llc-charlotte-nc-146344

## Quick answers

**How is Innovation Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innovation Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Innovation Partners LLC charge?**
Its Form ADV Part 2A brochure dated March 24, 2026 states: Hourly rate: $500 an hour (consulting services/financial planning); Flat fee: $500 to $20,000; Flat fee: $20,000 (financial planning advice combined with investment advisory services for…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Innovation Partners LLC located?**
Innovation Partners LLC's principal office is in Charlotte, NC, according to its Form ADV.

**Is Innovation Partners LLC registered with the SEC or a state?**
Innovation Partners LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 146344.

**How much does Innovation Partners LLC manage?**
Innovation Partners LLC reports $21,681,537 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Innovation Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Innovation Partners LLC: Regulatory assets under management: $57,285,886 in the October 2021 data and $21,681,537 in the October 2026 data, down 62%. Total employees: 178 in October 2021 and 305 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innovation Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26).

**Does Innovation Partners LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146344

**What changed in Innovation Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 0 to 1. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 24, 2026)

- Hourly rate: $500 an hour (consulting services/financial planning)

> If fees are charged on an hourly basis, they may not exceed $500 per hour.

- Flat fee: $500 to $20,000

> Fixed Fee/Flat Fees - $500.00 - $20,000.00 per plan

- Flat fee: $20,000 (financial planning advice combined with investment advisory services for…)

> Fixed Fee/Flat Fees - $500.00 - $20,000.00 per plan

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $21,681,537
- Discretionary: $21,681,537
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $21,681,537 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2013 (12 years)
- Employees: 305 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IN, KS, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- innovationpartnersllc.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $57,285,886 | 178 | September 20, 2021 |
| October 2022 | $2,832,989 | 210 | March 31, 2022 |
| October 2023 | $13,736,437 | 245 | May 15, 2023 |
| October 2024 | $0 | 245 | March 31, 2024 |
| October 2025 | Not reported | 297 | July 7, 2025 |
| October 2026 | $21,681,537 | 305 | March 24, 2026 |

Regulatory assets under management: $57,285,886 in the October 2021 data and $21,681,537 in the October 2026 data, down 62%.
Total employees: 178 in October 2021 and 305 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 0 to 1.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovation Partners LLC (CRD 146344): Form ADV filing data as of October 2026.