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INNOVATOR CAPITAL MANAGEMENT, LLC

WHEATON, IL · CRD 287718 · IAPD ↗ · 800-208-5212

$30.24BRegulatory AUM
6Advisory reps
73Employees
0Clients
n/aPlanning clients
0Private funds
1States
30Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

45
July 2026 — INNOVATOR CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (28 -> 30).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
May 2026 — INNOVATOR CAPITAL MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 28 (0 -> 28).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
57
April 2026 — INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 36% ($22.28B -> $30.24B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 28% ($17.43B -> $22.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — INNOVATOR CAPITAL MANAGEMENT, LLC reported RAUM up 58% ($11.05B -> $17.43B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.