CAPITAL INNOVATIONS, LLC

N19w24400 Riverwood Dr
Suite 350
Waukesha, Wisconsin 53188
Tel: 262-746-3100

About CAPITAL INNOVATIONS, LLC

CAPITAL INNOVATIONS, LLC, formally registered with the SEC as CAPITAL INNOVATIONS, LLC. The firm was established in 04/25/2011. They have over 1 offices throughout the country.

CAPITAL INNOVATIONS, LLC is a Waukesha, Wisconsin based Financial Planning firm with nearly $204,289,880 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	145329
SEC#	801-72322
Assets Managed by Firm	$204,289,880
No. of Clients	9
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$204,289,880
High net worth individuals	Fewer than 5 clients	$1,085,561
Other investment advisers	Fewer than 5 clients	$5,178,522

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