INNOVATIVE ADVISORY PARTNERS, LLC
CRD #156135 SEC #801-78600 HIXSON, TN 423-870-2140
SEC Registered
Total AUM
$260.4M
Discretionary
$252.1M
Employees
8
Clients
26
Accounts
1,108
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $260.4M | $252.1M | $8.3M | 8 | 0 |
| Mar 2024 | $198.8M | $192.1M | $6.7M | 8 | 0 |
| Mar 2023 | $170M | $170M | $0 | 8 | 0 |
| Mar 2022 | $187M | $172M | $15M | 9 | 0 |
| Apr 2021 | $143M | $106M | $37M | 9 | 0 |
| Mar 2021 | $143M | $106M | $37M | 9 | 0 |
| Oct 2020 | $189.9M | $189.9M | $0 | 9 | 0 |
| Oct 2020 | $189.9M | $189.9M | $0 | 9 | 0 |
| Jun 2020 | $189.9M | $189.9M | $0 | 9 | 0 |
| May 2020 | $189.9M | $189.9M | $0 | 9 | 0 |
| Mar 2020 | $189.9M | $189.9M | $0 | 9 | 0 |
| Sep 2019 | $199.6M | $199.6M | $0 | 9 | 0 |
| Aug 2019 | $199.6M | $199.6M | $0 | 9 | 0 |
| Aug 2019 | $199.6M | $199.6M | $0 | 9 | 0 |
| Mar 2019 | $199.6M | $199.6M | $0 | 9 | 0 |
| Mar 2018 | $204.9M | $204.9M | $0 | 10 | 0 |
| Mar 2018 | $204.9M | $204.9M | $0 | 10 | 0 |
| Mar 2017 | $209.5M | $149.4M | $60.1M | 14 | 600 |
| Mar 2017 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Feb 2017 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Feb 2017 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Sep 2016 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Aug 2016 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Mar 2016 | $190.3M | $167.1M | $23.2M | 11 | 481 |
| Jun 2015 | $194.5M | $141.8M | $52.7M | 6 | 26 |
| Jun 2015 | $194.5M | $141.8M | $52.7M | 6 | 26 |
| Feb 2015 | $194.5M | $141.8M | $52.7M | 6 | 26 |
| Apr 2014 | $134M | $85M | $49M | 6 | 26 |
| Dec 2013 | $134M | $85M | $49M | 6 | 26 |
| Sep 2013 | $134M | $85M | $49M | 6 | 600 |
| Jun 2012 | $74M | $29M | $45M | 1 | 220 |
| Jun 2012 | $74M | $29M | $45M | 1 | 220 |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
| Feb 2011 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$260.4M
Discretionary$252.1M
Non-Disc.$8.3M
Employees8
Clients0
DateMar 2024
Total AUM$198.8M
Discretionary$192.1M
Non-Disc.$6.7M
Employees8
Clients0
DateMar 2023
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$187M
Discretionary$172M
Non-Disc.$15M
Employees9
Clients0
DateApr 2021
Total AUM$143M
Discretionary$106M
Non-Disc.$37M
Employees9
Clients0
DateMar 2021
Total AUM$143M
Discretionary$106M
Non-Disc.$37M
Employees9
Clients0
DateOct 2020
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees9
Clients0
DateOct 2020
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$189.9M
Discretionary$189.9M
Non-Disc.$0
Employees9
Clients0
DateSep 2019
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees9
Clients0
DateAug 2019
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2019
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees9
Clients0
DateMar 2018
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$204.9M
Discretionary$204.9M
Non-Disc.$0
Employees10
Clients0
DateMar 2017
Total AUM$209.5M
Discretionary$149.4M
Non-Disc.$60.1M
Employees14
Clients600
DateMar 2017
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateFeb 2017
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateFeb 2017
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateSep 2016
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateAug 2016
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateMar 2016
Total AUM$190.3M
Discretionary$167.1M
Non-Disc.$23.2M
Employees11
Clients481
DateJun 2015
Total AUM$194.5M
Discretionary$141.8M
Non-Disc.$52.7M
Employees6
Clients26
DateJun 2015
Total AUM$194.5M
Discretionary$141.8M
Non-Disc.$52.7M
Employees6
Clients26
DateFeb 2015
Total AUM$194.5M
Discretionary$141.8M
Non-Disc.$52.7M
Employees6
Clients26
DateApr 2014
Total AUM$134M
Discretionary$85M
Non-Disc.$49M
Employees6
Clients26
DateDec 2013
Total AUM$134M
Discretionary$85M
Non-Disc.$49M
Employees6
Clients26
DateSep 2013
Total AUM$134M
Discretionary$85M
Non-Disc.$49M
Employees6
Clients600
DateJun 2012
Total AUM$74M
Discretionary$29M
Non-Disc.$45M
Employees1
Clients220
DateJun 2012
Total AUM$74M
Discretionary$29M
Non-Disc.$45M
Employees1
Clients220
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--