Innovator Capital Management, Llc
- Regulatory AUM
- $30.2B
- Discretionary
- $30.2B
- Clients
- 1
- Avg AUM / client
- $30.2B
- Accounts
- 1
- Employees
- 73
AUM over time
Annual snapshots from Form ADV filings · as of Jun 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $30.2B | 100.0% |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bond, Harold, Bruce | Manager And Chief Executive Officer | Feb 2017 (10y) | 50% – 75% | |
| Brown, Jeffrey, D | Member | Feb 2017 (10y) | 10% – 25% | |
| Southard, John, Wilder | President | Feb 2017 (10y) | 25% – 50% | |
| Zalesiak, Cari | Chief Compliance Officer | May 2022 (4y) | Less than 5% | |
| Day, Graham, Alexander | Evp, Chief Investment Officer | Sep 2022 (4y) | Less than 5% | |
| Meyer, Kathleen, Irene | Chief Financial Officer | Sep 2022 (4y) | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/18/2026 | 2.61 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 18, 2026.
View current Form ADV (SEC/IAPD) ↗