Innovest Portfolio Solutions LLC

Registered investment adviser · Denver, CO · CRD #106110

Form ADV data as of 2026-09-01

Regulatory assets

Total accounts

Employees

Disclosure events

Firm details

Website: http://www.innovestinc.com
Telephone: 303-694-1900
SEC file number: 801-51483
Most recent Form ADV filing: 2026-04-01
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	No
Discretionary regulatory assets under management	$0
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$0
Discretionary accounts	0
Non-discretionary accounts	0
Total accounts	0

People

Total employees (excluding clerical)	63
Employees performing investment advisory functions (including research)	30
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	22
Employees registered as IARs for another investment adviser	1
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	6

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$16.6 million
Clients for whom a related person has custody	3
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	1

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Other investment adviser (including financial planners)Trust companySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	14	$0
High net worth individuals	178	$0
Pension and profit sharing plans (not the participants or government plans)	87	$0
Charitable organizations	106	$0
State or municipal government entities (including government pension plans)	82	$0