Innovator Capital Management, LLC
● SEC registered since 2017CRD 287718SEC# 801-110111Wheaton, IL
Reg. AUM
$30.24B
Employees
73
Accounts
1
Location
Wheaton, IL
Innovator Capital Management, LLC assets under management
Innovator Capital Management, LLC operates as an SEC-registered investment adviser based in Wheaton, IL. The firm has been registered since 2017. It reports $30.2 billion in regulatory assets under management and employs 73 people.
Innovator Capital Management, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryon Edward Lake | President | Under 5% | 2026 |
| Cari Zalesiak | Chief Compliance Officer | Under 5% | 2022 |
| David Seth Plutzer | Chief Legal Officer | Under 5% | 2026 |
See all 10 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Innovator Capital Management, LLC manage?
Innovator Capital Management, LLC reports $30.2 billion in regulatory assets under management on its Form ADV.
How many employees does Innovator Capital Management, LLC have?
Innovator Capital Management, LLC reports 73 employees.
Where is Innovator Capital Management, LLC located?
Innovator Capital Management, LLC is based in Wheaton, IL and has been SEC-registered since 2017.
Does Innovator Capital Management, LLC disclose fund performance?
Innovator Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 200 W Front St, Wheaton, IL 60187 |
| Phone | 800-208-5212 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1708237 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$30.24B▲ 36%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 4%
Larger than 96% of 16,271 advisers
EmployeesTop 9%
More than 91% of 16,825 advisers
Assets under management
$30.24Bregulatory AUM
Discretionary $30.24B