I
$352.1M Total AUM
$343.2M Disc. AUM
27.5% 3Y CAGR
8 Employees
443 ADV. Clients
15 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-17-2011
- Office Locations
- 1
Office Locations
4700 Hixson Pike Hixson TN
About Innovative Advisory Partners, LLC
Innovative Advisory Partners, LLC is a Hixson-based RIA. The firm has been operating for 15 years. Managing $352.1M in total assets under management, with 6 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial. Services offered include Asset Management, Business Succession, Charitable Giving.
Team overview
52 AVG AGE
$58.7M AVG AUM / ADVISOR
$794.8K AVG AUM / CLIENT
4.1 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Wave horizon Radial Wave capital North Pathway
Client Personas
Capital Legacy zenith
Investment Themes
Legacy Value wave Atlas Meridian radial
Investment Vehicles
Glacier optima Bridge timber
Services
Vertex bridge Prime catalyst Wave zenith Radial Unison foundation Wave Momentum momentum Pathway unison Catalyst Unison north
Owner & Executives
J
JOE DAVID FRANKLIN
CFP, Chief Compliance Officer, Chief Executive Officer
- CRD
- #2673133
- Ownership
- Less than 5%
(967) 454-9310
peak.unison@wavecapital.com
in linkedin.com/in/pathway-matrix
Showing 1 of 1 owners & executives
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C
CAROLYN ANN FRYAR
--
- CRD
- #6056682
(671) 214-1676
legacy.harbor@pathwaycapital.com
in linkedin.com/in/value-horizon
NEILL B HATCHER
Financial Advisor
- CRD
- #4332566
(757) 319-9630
legacy.prime@quantumcapital.com
in linkedin.com/in/momentum-vital
V
Vital vital
Optima fusion prime
- CRD
- #32279
(201) 666-9662
matrix.glacier@meridiancapital.com
in linkedin.com/in/timber-bridge
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $343,200,000 | $292,583 |
| Non-Discretionary | $8,900,000 | $49,721 |
| Total | $352,100,000 | $260,429 |
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Separately Managed Accounts
Total SMA Asset: $352,100,000
Equity - Exchange:
16.3% Cash:
17.0% Public Funds:
11.0% Corporate - Investment Grade:
19.2% Corporate - Non-Investment Grade:
13.1% Derivatives:
11.7% Equity - OTC:
6.6% Municipal Bonds:
5.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $289,595,246 | 16.3% |
| Cash | $302,031,852 | 17.0% |
| Public Funds | $195,432,375 | 11.0% |
| Corporate - Investment Grade | $341,118,327 | 19.2% |
| Corporate - Non-Investment Grade | $232,742,192 | 13.1% |
| Derivatives | $207,868,981 | 11.7% |
| Equity - OTC | $117,259,425 | 6.6% |
| Municipal Bonds | $90,609,555 | 5.1% |
| Total | $1,776,657,953 | 100.0% |