DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Eric Thomas Koeplin

Innovest Portfolio Solutions LLCno RAUMDenver, CoIA-onlyIAPD 2240251
Feed of 09/14/2026
Also filed as Eric Thomas Koeplin
At current firm
0 y
since Jun 16, 2026
In the industry
34 y
since Aug 5, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Professional profile
what the firm itself publishes, with the page it was read from
Title
Principal, Directorreportedinnovestinc.comfirm site, Sep 17, 2026
Designations
CKA, MBAreportedinnovestinc.comas printed on the bio page, Sep 17, 2026
founder other
“Eric founded The Milestone Group in 1996, building the firm to more than $2 billion in assets under management.”reportedinnovestinc.comthe sentence on the bio page
Partner or owner
“Eric is a Principal at Innovest and the Director of Wealth Management Opportunities for the firm.”reportedinnovestinc.comthe sentence on the bio page
Investment committee
“He is also a member of the Innovest Investment Committee, which drives the firm’s investment-related research and due diligence.”reportedinnovestinc.comthe sentence on the bio page
Professional profile
innovestinc.com/eric-koeplinreportedinnovestinc.comfirm site, Sep 17, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history
IAPD current and previous registrations
Moves
a registration end followed by a registration begin elsewhere
Signals
  • Eric Thomas Koeplin left Eversource Wealth Advisors, Llc for Innovest Portfolio Solutions Llc (registered 2026-06-16)
    Apr 1, 2026 · Advisor changed firm · fact
  • Eric Thomas Koeplin left Alpha Principle, Llc for Eversource Wealth Advisors, Llc (registered 2025-05-05)
    Sep 25, 2025 · Advisor changed firm · fact
Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance
Source
IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class
No RAUM reportedderived
Years in industry
34derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address