# INNOVEST STRATEGIES LLC

INNOVEST STRATEGIES LLC is an Asset Manager based in Raleigh.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Raleigh
- **Founded:** 2025
- **Assets under management:** Undisclosed
- **Website:** https://innoveststrategies.com

## Regulatory record

- **CRD number:** 334763
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334763

## About

Innovest Strategies takes a comprehensive approach to building and protecting wealth. The firm specializes in investment management, financial planning, tax strategies, and real estate services, offering clients a seamless, integrated experience. It serves as a fiduciary and uses Charles Schwab as custodian.

## People

- Matt Choplin — CPA, Founder
- Lisa Longmire — Administrative Assistant

## Questions

### What is the size of Innovest Strategies LLC?

Assets under management and total team size are undisclosed. No credible public source estimates AUM, and the firm does not promote any employment numbers. It remains one of the more opaque private investment firms in the US, with no verifiable scale indicators.

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- [JFD Capital](https://altss.com/profile/jfd-capital-llc)
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Last updated: 2026-08-11T15:07:05.535Z

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