Innovation Partners LLC

Overview

Innovation Partners LLC is a Broker Dealer and registered investment adviser based in Charlotte, NC, registered since 2008. It reports $21.7M in assets under management across 36 accounts, with 305 employees. Its 355 registered representatives work across 37 branch offices in 18 states.

Reported AUM

$21.7M

Discretionary

100%

Accounts

36

Average account

$602K

Employees

305

Registered reps

355

Branch offices

37

Registered since

2008

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Products and services

• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Kiosk Activities - Insurance
• Municipal Securities Broker
• Mutual Fund/Retailer
• Mutual Funds
• Other
• Private Placements
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 3 of 4

• John Anthony Polyviou Co-Chief Compliance Officer, President, Ria Principal CRD 2030212
• Lauren Arnett Uyesugi Compliance Principal CRD 2889864
• Robert Campbell Financial and Operations Principal CRD 1349154

1 more executive officer, with direct contact details

Registered reps 3 of 355

• Steven P Abels Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4205168
• Thomas John Adolph Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4005957
• Rodney W Amicone Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5554298

352 more registered reps, with emails, phones and branch locations

Location

Headquarters

5950 Fairview Rd Ste 140
Charlotte, NC 28210

County

Mecklenburg

Metro area

Charlotte-Concord-Gastonia, NC-SC

Region

South

Branch offices

37 in 18 states, including Bloomington, MN, Broomall, PA and Beverly Hills, CA

Registrations

• SEC registered, limited liability company formed in North Carolina
• Registered in 52 jurisdictions
• Website: innovationpartnersllc.com

Every state, with registration dates

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