Innovatum Capital Partners, LLC

Innovatum Capital Partners, LLC (CRD# 154192) is a financial advisory firm headquartered in Newport Beach, CA. They manage $5,250,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $1,750,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CA

Financial Advisors at Innovatum Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kevin T. Carias
CRD#: 5579757
5000 Birch Street, West Tower, Suite 3000, Newport Beach, CA 92660
93
Wealthminder
score

Kevin Carias (CRD# 5579757) is an Investment Advisor Representative working at Innovatum Capital Partners, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

2
Schad E. Brannon
CRD#: 5577117
5000 Birch Street, West Tower, Suite 3000, Newport Beach, CA 92660
56
Wealthminder
score

Schad Brannon (CRD# 5577117) is an Investment Advisor Representative working at Innovatum Capital Partners, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

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