LEXINGTON, MACRD 146618Latest ADV February 19, 2026
Innovative Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, MA. Its latest Form ADV filing, dated February 19, 2026, reports $194M in regulatory assets under management, 10 employees, 7 offices, and 800 accounts.
Assets Under Management
$194M
Employees
10
Offices
7 offices
Total Clients
300
Primary office
LEXINGTON, MA
394 LOWELL STREET, SUITE 8, LEXINGTON, MA, United States
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
270
2
HNWI
9.3%
28
3
Charitable
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of February 19, 2026
Discretionary100.0%
$194M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$194M
Total Accounts800
10Y AUM Change+$73M (+59.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee30:1
10Y Employee Change+2 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.