$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
1 yrs Firm Age
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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconEmber
- Established Date
- 03-18-2025
- Office Locations
- 1
Office Locations
134 Wind Chime Court Raleigh NC
About Innovest Strategies LLC
Innovest Strategies LLC is a Raleigh-based RIA. The firm has been operating for 1 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with American Funds and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$923.1K AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Oak catalyst
Asset Classes
Catalyst zenith Timber Foundation delta Value capital Vital
Custodian
Legacy Delta frontier Frontier
Investment Themes
Eagle harbor Zenith Peak Focus vertex
Investment Vehicles
Momentum radial Momentum prime Crest harbor
Services
Vertex Oak zenith Ridge capital Delta ember Peak Optima Oak crest Zenith
Technology
Peak bridge Zenith vertex
Owner & Executives
M
MATTHEW ALTLAND CHOPLIN
Owner
- CRD
- #6165470
- Ownership
- 75% or more
(475) 781-8495
eagle.glacier@primecapital.com
in linkedin.com/in/radial-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,770,455 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,770,455 | -- |
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Separately Managed Accounts
Total SMA Asset: $26,770,455
Other:
18.2% Cash:
29.8% U.S. Government/Agency:
27.8% Equity - Exchange:
7.7% Equity - OTC:
16.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $208,632,177 | 18.2% |
| Cash | $341,606,532 | 29.8% |
| U.S. Government/Agency | $318,679,919 | 27.8% |
| Equity - Exchange | $88,267,460 | 7.7% |
| Equity - OTC | $189,144,555 | 16.5% |
| Total | $1,146,330,643 | 100.0% |