Innovative Asset Advisors Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Shelton, CT. Its latest Form ADV filing, dated March 19, 2026, reports $298M in regulatory assets under management, 13 employees, 3 offices, and 666 accounts.
Assets Under Management
$298M
Employees
13
Offices
3 offices
Total Clients
373
Primary office
SHELTON, CT
1 ENTERPRISE DRIVE, SUITE 425, SHELTON, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 82.8% of total clients.
Top client categories% of clientsClients
1
Individuals
82.8%
309
2
HNWI
17.2%
64
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$298Mas of March 19, 2026
Discretionary100.0%
$298M
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.
Total AUM$298M
Total Accounts666
10Y AUM Change+$298M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee29:1
10Y Employee Change+12 (+1200.0%)
* 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.