Innovative Advisory Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Hixson, TN. Its latest Form ADV filing, dated April 6, 2026, reports $352M in regulatory assets under management, 8 employees, and 1,352 accounts.
Top client segmentIndividuals represent 88.0% of total clients.
Top client categories% of clientsClients
1
Individuals
88.0%
390
2
HNWI
11.7%
52
3
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$352Mas of April 6, 2026
Discretionary97.5%
$343M
97% of total RAUM97.5%
Non-discretionary2.5%
$9M
3% of total RAUM2.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$352M
Total Accounts1,352
10Y AUM Change+$143M (+68.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee55:1
10Y Employee Change-6 (-42.9%)
* 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.