Innovative Family Office Llc
- Regulatory AUM
- $65.8M
- Discretionary
- $65.8M
- Clients
- 276
- Avg AUM / client
- $238K
- Accounts
- 276
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 263 | $27.6M | 41.9% |
| High net worth individuals | 13 | $38.2M | 58.1% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nicholas Joeseph Mancini | Managing Member, Chief Compliance Officer | Sep 2023 (3y) | 75% or more | |
| Mark Reinstein | Registered representative | Apr 2024 (2y) | ||
| Cory Paul Slovik | Registered representative | Jun 2024 (2y) | ||
| Paul Bennett Plesser | Registered representative | Dec 2024 (2y) | ||
| Paul Dominic Pizzuti | Registered representative | CFP | Feb 2025 (1y) | |
| Lincoln Adrian Dacosta | Registered representative | Mar 2025 (1y) | ||
| Sunil Kumar Handa | Registered representative | Jun 2025 (1y) | ||
| Harrison Strong Horton | Registered representative | Nov 2025 (1y) |
Undisclosed: 0% – 25% 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) | 04/15/2026 | 1.02 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $64.6M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 15, 2026.
View current Form ADV (SEC/IAPD) ↗