firm profile
Innovation X Advisors
Overview
Innovation X Advisors is an SEC registered investment adviser based in Rockville, MD, registered since 2022. It reports $4.5B in assets under management across 19 accounts, with 4 employees.
- Reported AUM
- $4.5B
- Discretionary
- 100%
- Accounts
- 19
- Average account
- $238M
- Employees
- 4
- Registered since
- 2022
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Client types
- Fee structure
- Percentage of Assets and Performance-Based Fees
Executive officers 2 of 2
- Angela Lynnette Holland Chief Compliance Officer CRD 3166586
- Roger Alexander Monteforte Member CRD 2620003
Location
- Headquarters
- 1445 Research Blvd Ste 530
Rockville, MD 20850 - County
- Montgomery
- Metro area
- Washington-Arlington-Alexandria, DC-VA-MD-WV
- Region
- South
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