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| Keyboard |
| Innovative Advisory Partners LLC
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|---|---|
| CRD # | 156135 |
| SEC # | 801-78600 |
| CIK # | |
| AUM | 352.1 M (2026-04-06) |
| Employees | 8 (75% Investors, 50% Brokers) |
| Phone | 423-870-2140 |
| Address | 4700 Hixson Pike Hixson, TN 37343-4806 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 390 | 67.0 |
| (b) Individuals (high net worth individuals) | 52 | 285.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,352 | 352.1 |
| By Discretionary | ||
| Discretionary | 1,173 | 343.2 |
| Non-Discretionary | 179 | 8.9 |
| Total | 1,352 | 352.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 351.7 | |
| Total | 1,352 | 352.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hanover Advisors Inc
✚
|
SC | 354.9 M |
|
Resurgent Financial Advisors LLC
✚
|
GA | 354.7 M |
|
Wealth Advisors Northwest LLC
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|
OR | 354.3 M |
|
Cayside Partners LLC
✚
|
FL | 353.0 M |
|
JDM Financial Group LLC
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|
352.8 M | |
|
Elysium Wealth Management LLC
✚
|
UT | 352.3 M |
|
RT Jones Capital Equities Management Inc
✚
|
MO | 351.8 M |
|
Foresight Capital Management Advisors Inc
✚
|
MI | 351.1 M |
|
Hutto Retirement Advisors LLC
✚
|
TX | 351.1 M |
|
Turn8 Private Wealth Inc
✚
|
350.0 M |