INNEALTA CAPITAL
SEC RegisteredThe Dynamic Opportunity Fund Series
About the firm
Innealta Capital, LLC offers actively managed balanced investment strategies designed to take advantage of equity and fixed-income market opportunities, while seeking to maintain rigorous risk-reward controls. The firm believes its holistic investment approach, incorporating corporate fundamentals, macroeconomics, and behavioral factors, gives it a durable competitive advantage. Innealta also collaborates with Syntax Advisors to diversify business risk within its investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Actively managed balanced investment strategies including the Dynamic U.S. Opportunity Fund (investing across 11 U.S. sector equity markets and fixed income), the Dynamic International Opportunity Fund (investing across more than 40 country equity markets including over 20 emerging markets), and the Acclivity Small Cap Value Fund (diversified exposure to small-cap, low relative priced U.S. securities with strong price momentum).
Who they serve
Current clients with questions about their portfolio and prospective clients interested in speaking with a consultant.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 73 | $13M |
| High Net Worth Individuals | 17 | $9.2M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INNEALTA CAPITAL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.