Bank / Wealth / TrustRIA · CRD 156135SEC-Registered

Updated:

Innovative Advisory Partners

Go from reactive real estate decisions to clear, coordinated network strategy and growth without wasting time and money! | It’s all about stepping into your...

Innovative Advisory Partners logo

Innovative Advisory Partners

Go from reactive real estate decisions to clear, coordinated network strategy and growth without wasting time and money! | It’s all about stepping into your real estate decisions with shared visibility, the right data and resources for your organization, and the most profitable momentum - before urgency forces your hand.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

Location

Region

North America

Country

United States

City

Hixson

Corporate office

Hixson, TN, United States

Frequently asked questions

Who runs investment decisions at Innovative Advisory Partners?

The firm's Form ADV identifies the advisory as a closely held entity where investment decisions are made by the principal(s) listed on the registration. Without public naming of a chief investment officer or managing partner, the governance structure defaults to a founder-led model common among small RIAs, where portfolio management authority is centralized in the owner-operator.

What investment stages or asset classes does Innovative Advisory Partners typically target?

The firm deploys capital into public-market, liquid asset classes. Typical portfolios include U.S. large-cap value equities, investment-grade corporate and municipal bonds, and broad-market ETFs. It does not advertise early-stage venture, growth equity, real assets, or alternative investment programs in its client-facing or regulatory disclosures.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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