# Innovest Portfolio Solutions LLC

> Innovest Portfolio Solutions LLC is an SEC-registered investment advisory firm in Denver, CO, registered since 1996, with no regulatory assets under management reported in its Form ADV filing dated April 1, 2026.

- CRD: 106110
- Filed as: INNOVEST PORTFOLIO SOLUTIONS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/106110
- AdvisorCensus page: https://advisorcensus.com/firm/innovest-portfolio-solutions-llc-denver-co-106110

## Quick answers

**How is Innovest Portfolio Solutions LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Innovest Portfolio Solutions LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Innovest Portfolio Solutions LLC located?**
Innovest Portfolio Solutions LLC's principal office is in Denver, CO, according to its Form ADV; the May 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Innovest Portfolio Solutions LLC registered with the SEC or a state?**
Innovest Portfolio Solutions LLC is an SEC-registered investment advisory firm, registered since 1996. Status as filed: Approved. CRD 106110.

**How have Innovest Portfolio Solutions LLC's assets and staff changed since 2021?**
In the Form ADV data for Innovest Portfolio Solutions LLC: Total employees: 53 in October 2021 and 63 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Innovest Portfolio Solutions LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (178); charitable organizations (106); pension and profit sharing plans (but not the plan participants or government pension plans) (87).

**Does Innovest Portfolio Solutions 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/106110

**What changed in Innovest Portfolio Solutions LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 29 to 30. Added an office in Alpharetta, GA. Registered or notice-filed in IL, NE. 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)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $0 |
| High net worth individuals | 178 | $0 |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 87 | $0 |
| Charitable organizations | 106 | $0 |
| State or municipal government entities (including government pension plans) | 82 | $0 |
| Other investment advisers | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $0 |
| Other | Fewer than 5 | $0 |

### Advisory services (Item 5.G)
- 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)
- Educational seminars/workshops

### Firm details
- Registered since: 1996 (30 years)
- Employees: 63 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IL, LA, MI, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Alameda, CA
- Alpharetta, GA

### Websites listed on Form ADV (Item 1.I)
- [innovestinc.com](https://innovestinc.com)
- LinkedIn @INNOVEST-PORTFOLIO-SOLUTIONS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 53 | August 3, 2021 |
| October 2022 | Not reported | 53 | March 23, 2022 |
| October 2023 | Not reported | 56 | March 29, 2023 |
| October 2024 | Not reported | 60 | March 28, 2024 |
| October 2025 | Not reported | 61 | April 9, 2025 |
| October 2026 | Not reported | 63 | April 1, 2026 |

Total employees: 53 in October 2021 and 63 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 29 to 30.
- Added an office in Alpharetta, GA.
- Registered or notice-filed in IL, NE.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Innovest Portfolio Solutions LLC (CRD 106110): Form ADV filing data as of October 2026.