Innovative Advisory Group
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States.
Innovative Advisory Group
Innovative Advisory Group is a multi-family office headquartered in Lexington, United States. Founded in 2008, the firm traces its wealth to the entrepreneurial investment advisory careers of its principals and manages diversified portfolios for affluent families. It integrates traditional and alternative assets, emphasizing risk management, fee-only transparency, and self-directed retirement strategies while delivering customized planning, portfolio management, and strategic consulting services for clients nationwide.
General information
Firm type
Bank / Wealth / Trust
Year founded
2008
AUM
—
Location
Region
North America
Country
—
City
Lexington
Corporate office
394 Lowell Street, Suite 8
Frequently asked questions
What is Innovative Advisory Group?
Innovative Advisory Group is a bank / wealth / trust headquartered in Lexington.
When was Innovative Advisory Group founded?
Innovative Advisory Group was founded in 2008.
Where is Innovative Advisory Group headquartered?
Innovative Advisory Group is headquartered in Lexington, in the North America region.
What does Altss track for Innovative Advisory Group?
Altss maintains an OSINT-verified profile of Innovative Advisory Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Innovative Advisory Group's website?
Innovative Advisory Group's public website is innovativewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Innovative Advisory Group?
Innovative Advisory Group is classified by Altss as a Bank / Wealth / Trust within the North America region.
How does Altss source intelligence on Innovative Advisory Group?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Innovative Advisory Group?
Innovative Advisory Group's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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