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

Christian Strauss O'Dwyer

Innovest Portfolio Solutions LLCno RAUMDenver, CoIA-onlyIAPD 5344417
Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Christian S Odwyer
At current firm
2 y
since Dec 15, 2023
In the industry
12 y
since Sep 1, 2014 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
5
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
Principalreportedinnovestinc.comfirm site, Sep 17, 2026
Designations
CFAreportedinnovestinc.comas printed on the bio page, Sep 17, 2026
Partner or owner
“Christian is a Principal and Consultant at Innovest specializing in investment strategy and financial planning for families, nonprofit operating pools, endowments, foundations, and associations.”reportedinnovestinc.comthe sentence on the bio page
Investment committee
“Christian is a Principal at the firm and serves as a member of the Investment Committee and Capital Markets Research Group, bringing experience in traditional equity, fixed income, and alternative investments.”reportedinnovestinc.comthe sentence on the bio page
Professional profile
innovestinc.com/christian-odwyerreportedinnovestinc.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
  • Christian Strauss O'Dwyer left Bok Financial Private Wealth, Inc. for Innovest Portfolio Solutions Llc (registered 2023-12-15)
    Aug 31, 2023 · Advisor changed firm · fact
  • Christian Strauss O'Dwyer left Ubs Financial Services Inc. for Bok Financial Private Wealth, Inc. (registered 2022-04-19)
    Apr 12, 2022 · 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
12derivedfrom the earliest dated exam, employment or registration
Not published
disclosure flags, outside business text, branch street address