Innovative Advisory Partners, LLC
● SEC registered since 2013CRD 156135SEC# 801-78600Hixson, TN
Reg. AUM
$352.1M
Employees
8
Accounts
1,352
Location
Hixson, TN
Innovative Advisory Partners, LLC assets under management
Innovative Advisory Partners, LLC is a registered investment adviser overseen by the SEC based in Hixson, TN. The firm has been registered since 2013. It reports $352.1 million in regulatory assets under management and employs 8 people.
Innovative Advisory Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Franklin Wealth Management, LLC Control | Owner | Over 75% | 2018 |
| Joe David Franklin Control | Chief Compliance Officer / Chief Executive Officer | Under 5% | 2019 |
| Joe David Franklin Control | Owner | Over 75% | 2010 |
Frequently asked questions
How much does Innovative Advisory Partners, LLC manage?
Innovative Advisory Partners, LLC reports $352.1 million in regulatory assets under management on its Form ADV.
How many employees does Innovative Advisory Partners, LLC have?
Innovative Advisory Partners, LLC reports 8 employees.
Where is Innovative Advisory Partners, LLC located?
Innovative Advisory Partners, LLC is based in Hixson, TN and has been SEC-registered since 2013.
Does Innovative Advisory Partners, LLC disclose fund performance?
Innovative Advisory Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4700 Hixson Pike, Hixson, TN 37343-4806 |
| Phone | 423-870-2140 |
| Fax | 423-870-2164 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$352.1M▲ 35%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$352.1Mregulatory AUM
Discretionary $343.2MNon-discretionary $8.9M