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| Keyboard |
| Innis Investments LLC
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|
|---|---|
| CRD # | 105275 |
| SEC # | 801-21037 |
| CIK # | |
| AUM | 173.3 M (2026-01-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 513-232-2913 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 237 | 173.3 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 237 | 173.3 |
| By Discretionary | ||
| Discretionary | 237 | 173.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 237 | 173.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.3 | |
| Total | 237 | 173.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Anchor Point Financial LLC
✚
|
CA | 173.6 M |
|
Benchmark Capital Group Ltd
✚
|
IL | 173.6 M |
|
Douglass Investment Group LLC
✚
|
KS | 173.6 M |
|
Pinafore Wealth Counsel Inc
✚
|
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|
Paradigm Capital Management LLC
✚
|
NV | 173.4 M |
|
Tilden Loucks & Woodnorth LLC
✚
|
IL | 173.3 M |
|
Leibman Financial Servces Inc
✚
|
NE | 173.1 M |
|
Shuttleworth & Company
✚
|
OH | 173.0 M |
|
Zynergy Retirement Planning
✚
|
NJ | 173.0 M |
|
Liberty Asset Management Inc
✚
|
IL | 172.7 M |