Innis Investments
Innis Investments is an SEC-registered mass-market adviser with $173.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Innis Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105275, SEC 801-21037, data through 2026-01-15.
- AUM (assets under management / regulatory AUM)
- $173.3M (2026-01-15)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 237
- CRD
- 105275
- Ownership
- INNIS, CHARLES, THOMAS
How much AUM does Innis Investments have?
Innis Investments reported $173.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-15).
Who owns Innis Investments?
Disclosed owners and executives of Innis Investments include INNIS, CHARLES, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.