INNOVATIVE ADVISORY PARTNERS, LLC

Overview

Innovative Advisory Partners, LLC is an independent registered investment adviser operating since 2013 that functions as a capital allocator for both high-net-worth individuals and family clients as well as select institutional accounts. The firm’s advisory services center on financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and client education through workshops and seminars. Fee arrangements are flexible, including percentage of AUM, hourly charges, fixed fees and other structures. Investment activity emphasizes equity exposure delivered primarily through exchange‑traded vehicles and separately managed account (SMA) structures. The firm is not an active ESG investor and appears to favor traditional financial and alternative allocations to achieve diversification and customized client outcomes. As an allocator, Innovative Advisory Partners draws on external managers for many alternative strategies rather than running large in‑house proprietary funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices