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 an wealth management firm. We offer world-class wealth management with personalized attention to individuals and their families. Starting with an evaluation of your net worth and goals, we will provide advice and options to optimize your future income potential in ways that meet your lifestyle objectives and duration of investment. It is never too early or too late to create an investment plan to enhance your 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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