Capital Innovations, LLC

Capital Innovations, LLC (CRD# 145329) is a financial advisory firm headquartered in Pewaukee, WI. They manage $162,000,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    162
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $9,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Capital Innovations, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael D. Underhill
CRD#: 2334382
325 Forest Grove Drive, Suite 100, Pewaukee, WI 53072
73
Wealthminder
score

Michael Underhill (CRD# 2334382) is an Investment Advisor Representative working at Capital Innovations, LLC in Pewaukee, WI and has over 23 years of experience in the finance industry.

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