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Asset manager · Dallas, TX

Innovayte Capital

Innovayte Capital LLC · SEC-registered investment adviser · CRD 333275 · SEC 801-132739

At a glance

Innovayte Capital is an SEC-registered investment adviser based in Dallas, Texas, with $0 in regulatory assets under management as of its Form ADV filed September 16, 2026. By Form ADV it is a asset manager, ranked 2,779th of 3,218 asset managers and 16,764th of 17,210 SEC-registered advisers by assets.

Main office 508-345-7707As filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,779 of 3,218
Rank among all SEC RIAs
#16,764 of 17,210
Rank in Texas
#1,068 of 1,081
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
2
Advisory staff
1
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Innovayte Capital’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Innovayte Capital is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It names affiliated broker-dealers: BHS Financial, LLC, ETC Brokerage Services, LLC, International Assets Advisory, LLC and Primus Financial Services, LLC.

Its Form ADV brochure (filed September 2026) names ETC Brokerage Services as the broker-dealer its advisers are registered with.

Certain Innovayte personnel are dually associated with ETCB in varying capacities.

Other hybrid RIAs

Disciplinary disclosures

Innovayte Capital answers yes to 5 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Selecting other advisers
  • Other services

How it’s paid

  • Other

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Innovayte Capital

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 1 years of filings
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Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
2 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
2Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Innovayte Capital manage?

Innovayte Capital reports $0 in regulatory assets under management, on its Form ADV filed September 16, 2026.

What kind of firm is Innovayte Capital?

Innovayte Capital is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Does Innovayte Capital have any disciplinary history?

Innovayte Capital answers yes to 5 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Innovayte Capital’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →