AdvisorCensus / Financial advisors / Texas / Dallas / Innovayte Capital
Innovayte Capital
Filed as INNOVAYTE CAPITAL · Legal name Innovayte Capital LLC
Innovayte Capital is an SEC-registered investment advisory firm in Dallas, TX, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated September 16, 2026.
Quick answers
From the filingHow is Innovayte Capital compensated?
On its Form ADV (Item 5.E, October 2026), Innovayte Capital reports these compensation arrangements: other.
What does Innovayte Capital's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 8, 2026 states: Asset-based fee: 0.02% to 0.1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Innovayte Capital located?
Innovayte Capital's principal office is in Dallas, TX, according to its Form ADV.
Is Innovayte Capital registered with the SEC or a state?
Innovayte Capital is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 333275.
Does Innovayte Capital report any disciplinary disclosures?
Reports 4 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order), and 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333275
What changed in Innovayte Capital's recent Form ADV filings?
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.02% to 0.1% a year (a range, as the brochure states it)
The brochure's wording
Innovayte’s compensation for promotion activities involving Advyzon to its RIA firm clients is generally ranges between 0.02% and 0.10% of the RIA firms’ end customer assets managed via the Advyzon platform.
As stated in the firm's Form ADV Part 2A brochure dated March 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.FNot reported.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Selection of other advisers (including private fund managers)
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Innovayte Capital LLC
- Registration
- SEC-registered investment adviser. Status as filed: 120-Day Approval.
- Registered since
- 2025 (0 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
53 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 114 Reports 4 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.C(2) Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?
- 11.C(4) Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5) Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?
- 11.E(2) Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?
Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- October 2026
- Updated its list of owners and control persons (Schedule A).
- December 2025
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Innovayte Capital (CRD 333275): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/innovayte-capital-dallas-tx-333275