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Innovative Asset Advisors Group

Innovative Asset Advisors Group. CRD 336773

Innovative Asset Advisors Group logo

CRD: 336773

Innovative Asset Advisors Group

Shelton, CT, 06484
2034443599
www.innovativeaag.com
$297.9M Total AUM
$297.9M Disc. AUM
-- 3Y CAGR
13 Employees
373 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Morgan Stanley · SEI
Clients
Retail
Platforms
--
Established Date
02-01-2025
Office Locations
2

Office Locations

1 Enterprise Drive, Suite 425 Shelton CT
110 Washington Ave. 3RD Fl. North Haven CT

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.

Team overview

67 AVG AGE
$27.1M AVG AUM / ADVISOR
$798.7K AVG AUM / CLIENT
0.7 yrs AVG TENURE
13 Employees
11 Advisory Reps
11 RIA Reps
1yrs Firm Age

Insights

Full visibility includes strategy notes for timber meridian.
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Asset Classes

Foundation vertex Unison Focus Atlas momentum Fusion alpha

Client Personas

Horizon delta

Custodian

Peak delta

Investment Themes

Catalyst Prime

Investment Vehicles

Optima Delta element

Platform

Crest

Services

Focus Horizon vital Ember Alpha glacier Quantum eagle Prime Fusion foundation Unison

Owner & Executives

ANTHONY VINCENT MINOPOLI

ANTHONY VINCENT MINOPOLI

Chief Executive, PARTNER

CRD
#2317218
Ownership
75% or more
(249) 832-3605
prime.horizon@momentumcapital.com
in linkedin.com/in/vector-signal
C

CHARLES DANIEL SMITH

Owner

CRD
--
Ownership
10% but less than 25%
(880) 450-9263
frontier.unison@primecapital.com
in linkedin.com/in/eagle-matrix
R

Radial capital

Delta catalyst vertex

CRD
#50124
Ownership
11.4%
(901) 887-8203
unison.summit@momentumcapital.com
in linkedin.com/in/element-ember

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Contacts

K

Kaitlyn Smith Anderson

Senior Advisor

CRD
#8217413
(811) 656-7707
focus.beacon@vitalcapital.com
in linkedin.com/in/catalyst-pioneer
M

Michael Anderson

Senior Advisor

CRD
#8217437
(301) 410-6810
ember.fusion@meridiancapital.com
in linkedin.com/in/glacier-glacier
N

North fusion

Quantum eagle foundation

CRD
#98642
(627) 943-5074
momentum.bridge@focuscapital.com
in linkedin.com/in/vector-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-03-2025
03-19-2026
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

Total SMA Asset: $297,932,861

$297.9M Total SMA
Equity - Exchange:
7.5%
Public Funds:
25.3%
Municipal Bonds:
12.2%
U.S. Government/Agency:
27.9%
Cash:
6.5%
Corporate - Investment Grade:
20.6%
Asset class Assets Assets %
Equity - Exchange $555,323,158 7.5%
Public Funds $1,873,290,118 25.3%
Municipal Bonds $903,325,670 12.2%
U.S. Government/Agency $2,065,802,146 27.9%
Cash $481,280,070 6.5%
Corporate - Investment Grade $1,525,287,605 20.6%
Total $7,404,308,767 100.0%

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