Innis Investments LLC
● SEC registered since 1984CRD 105275SEC# 801-21037
Reg. AUM
$173.3M
Employees
2
Accounts
237
Location
—
Innis Investments LLC assets under management
Innis Investments LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 1984. It reports $173.3 million in regulatory assets under management and employs 2 people.
Innis Investments LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Thomas Innis Control | President/Chief Compliance Officer | Over 75% | 1984 |
Frequently asked questions
How much does Innis Investments LLC manage?
Innis Investments LLC reports $173.3 million in regulatory assets under management on its Form ADV.
How many employees does Innis Investments LLC have?
Innis Investments LLC reports 2 employees.
Does Innis Investments LLC disclose fund performance?
Innis Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 513-232-2913 |
| Fax | 513-232-2911 |
| Office hours | 8:00a.m. To 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$173.3M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$173.3Mregulatory AUM
Discretionary $173.3M