# Innovative Advisory Group

Innovative Advisory Group is a Bank / Wealth / Trust based in Lexington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Founded:** 2008
- **Website:** https://innovativewealth.com/
- **LinkedIn:** https://www.linkedin.com/company/innovative-advisory-group

## Regulatory record

- **CRD number:** 146618
- **SEC file number:** 801-122046
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146618

## About

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.

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Last updated: 2026-05-29T11:27:46.316Z

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