AdFi
IC

Innovative Capital Advisors, LLC

SEC Registered

Providing cost effective access to quality commercial mortgage loans.

Chicago, ILhttps://icadv.com312-263-6408
Assets Under Management
$500M–$1B
Year Founded
2003
Employees
7
Office Locations
2 offices
Total Accounts
25

About the firm

Innovative Capital Advisors was formed in 2003 to offer investors access to commercial mortgage loans. ICA originates loans for a group of lenders on a quarterly basis, enabling investors to build a diversified portfolio across property types and states. The firm provides a cost effective solution by leveraging an established lending process from underwriting to closing and ongoing management.

Areas of expertise

Commercial Mortgage LoansLoan OriginationUnderwritingPortfolio DiversificationFixed Income AlternativesReal Estate Lending

Services

Originating commercial mortgage loans for lenders, including underwriting, closing, and ongoing loan management, with portfolio diversification across property types and states.

Who they serve

Investors seeking access to commercial mortgage loans who find the barriers to entry in direct lending too costly.

Client segmentClientsAssets managed
Sovereign Wealth Funds25

Leadership

Peter Spyridon Mavrogenes
MEMBER AND CHIEF COMPLIANCE OFFICER
David Alan Dillon
MEMBER
Donald Glenwood Kane
MEMBER
David Emerson Ogdon
MEMBER
Kevin Stewart Ellis
MEMBER

Office locations

2 offices in 2 states
IL
ChicagoHQ
KS
Leawood

Regulatory & compliance

CRD number
#161281
SEC Number
801-76745
Disciplinary History
No
Fee Model & Minimums
Model: AUM

Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Innovative Capital Advisors, LLC 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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