LP Profile

Innovative Advisory Group

Wealth ManagerLexington, United States
$170M
Assets Under Management
Lexington
Headquarters
Investment Focus

About Innovative Advisory Group

Innovative Advisory Group is a wealth management firm providing world-class wealth management with personalized attention to individuals and their families. The process begins with an evaluation of a client's net worth and goals, after which the firm gives advice and options to optimize future income potential in line with lifestyle objectives and investment duration. In its view, it is never too early or too late to build an investment plan that improves future quality of life.

Preferred Investment Types

Investment FundsJoint Venture/PartnerPrivate EquityVenture Capital - Early StageVenture Capital

Preferred Sectors & Themes

Capital MarketsConservative AllocationEquity/Mutual FundsOptions TradingStartups & ManagementAlternative InvestmentsFinanceTraditional Investments (Liquid Assets)

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Innovative Advisory Group from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$194.0M
Total Clients
800
Filing Date
February 19, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Innovative Advisory Group?

Innovative Advisory Group is a wealth manager based in Lexington, United States, managing approximately $170M in assets.

Where is Innovative Advisory Group headquartered?

Innovative Advisory Group is headquartered in Lexington, United States.

How much does Innovative Advisory Group manage?

Innovative Advisory Group manages approximately $170M in assets under management.

What does Innovative Advisory Group invest in?

Innovative Advisory Group focuses on Investment Funds, Joint Venture/Partner, Private Equity, Venture Capital - Early Stage, Venture Capital, Capital Markets, Conservative Allocation, Equity/Mutual Funds.

How can I contact Innovative Advisory Group?

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