INNOVATIVE ADVISORY GROUP, LLC
Legal name: INNOVATIVE ADVISORY GROUP
CRD #146618 SEC #801-122046 LEXINGTON, MA 781-577-2782
SEC Registered
Total AUM
$160.5M
Discretionary
$160.5M
Employees
10
Clients
11
Accounts
790
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 22, 2025
- Branch Offices
- 6
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| CHISHOLM, KIRK, RONALD | I | PRESIDENT | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| KOTYAN, RAJEEV, H | I | CCO | NA | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| BLUE HAVEN GROUP INC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
| STIRLING GLOBAL ADVISORS, LLC | DE | MEMBER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| CHISHOLM, KIRK, RONALD | I | STIRLING GLOBAL ADVISORS, LLC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
| KOTYAN, RAJEEV, H | I | BLUE HAVEN GROUP, INC | E | Control |
Registrations
Federal
IA
Sep 22, 2025 REGISTERED
Notice Filings (21)
AZ CA CO CT FL LA MA MD ME MI MN NC NE NH NJ NY PA SC TX VA WA
Address
394 LOWELL STREET, SUITE 8LEXINGTON, MA 02420
United States
Phone: 781-577-2782