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- Custodian
- Charles Schwab & Company · Morgan Stanley · SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2025
- Office Locations
- 2
Office Locations
About Innovative Asset Advisors Group
Innovative Asset Advisors Group is a Shelton, CT–based RIA providing integrated wealth management and financial planning alongside tax planning and preparation. The firm emphasizes a single point of contact with customized financial and tax plans, plus family office concierge, trust/estate planning, and risk management and insurance support. Investment offerings include proprietary deal flow and alternative investments; custody includes Charles Schwab & Co.
Reported data analysis
What the numbers show
Between December 3, 2025 and March 19, 2026, reported AUM increased 121.5%, from $134.5M to $297.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 11 advisory representatives and 373 clients, or 33.9 clients per representative. That equates to $798.7K in reported AUM per client.
The profile lists 2 reported office locations and 1 years in operation. The source data was last updated on March 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
ANTHONY VINCENT MINOPOLI
Chief Executive, PARTNER
- CRD
- #2317218
- Ownership
- 75% or more
CHARLES DANIEL SMITH
Owner
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Kaitlyn Smith Anderson
Senior Advisor
- CRD
- #8217413
Michael Anderson
Senior Advisor
- CRD
- #8217437
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $297,932,861 | $447,347 |
| Non-Discretionary | $0 | -- |
| Total | $297,932,861 | $447,347 |
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Separately Managed Accounts
SMA allocation detail is available
Innovative Asset Advisors Group has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.