Innovayte Capital LLC
● SEC registered since 2025CRD 333275SEC# 801-132739Dallas, TX
Reg. AUM
—
Employees
2
Accounts
—
Location
Dallas, TX
Innovayte Capital LLC assets under management
Innovayte Capital LLC is a registered investment adviser overseen by the SEC based in Dallas, TX. The firm has been registered since 2025. It employs 2 people.
Innovayte Capital LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Rajiv Shah Control | Chief Compliance Officer | Under 5% | 2025 |
| RIA Holding Company LLC Control | Member | Over 75% | 2024 |
| Richard Albert Wilz Control | President | Under 5% | 2025 |
| Richard Desich Irrev2005 Sd Trust Control | Shareholder / Trust Company | Over 75% | 2024 |
| South Dakota Trust Company Control | Sole Trustee | — | 2024 |
Frequently asked questions
How many employees does Innovayte Capital LLC have?
Innovayte Capital LLC reports 2 employees.
Where is Innovayte Capital LLC located?
Innovayte Capital LLC is based in Dallas, TX and has been SEC-registered since 2025.
Does Innovayte Capital LLC disclose fund performance?
Innovayte Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5430 Lbj Highway, Suite 320, Dallas, TX 75240 |
| Phone | 508-345-7707 |
| Office hours | 8:30a.m. To 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 86%
More than 14% of 16,824 advisers