Est. Revenue
$3.0M
@ 1% on AUM
Est. EBITDA
$894K
@ 30% margin
Est. Deal Value
$7.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
INNOVATIVE ASSET ADVISORS GROUP, LLC
DBA names
Innovative Asset Advisors Group
Economics
AUM trajectory
'25'26
$134.5M → $297.9M▲ +122%
Client mix
| Individuals Other | 309 |
| Individuals High Net Worth | 64 |
Operations
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'25'26
4 advisors → 11 advisors▲ +175%
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees
Filings
Latest ADV filing
03/19/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
MINOPOLI, ANTHONY, VINCENT
Control Persons
MINOPOLI, ANTHONY, VINCENT
BAUDPONT CAPITAL I, LP
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
INNOVATIVEAAG.COM
Rdap Domain Creation Date
2025-05-14T18:31:43Z
Rdap Registrar
Squarespace Domains LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar First Filing Date
2026-05-12
Edgar Last Filing Date
2026-05-12
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0002127147-26-000001
Local market & wealth
Rank targets by how wealthy the local market is
Soi High Wealth Score
0.3461
Soi Zip Pct 200k Plus
0.105
Soi Zip Returns 200k Plus
2,350
Soi Zip Total AGI
2,278,744
Fdic Zip Total Deposits
34,525,348,000
Fdic Zip Top Banks
Webster Bank, National Association
Wells Fargo Bank, National Association
Compliance & brand
Firm Registration Status
active
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Bc Firm Active IA Count
13
Edgar Addresses
MailingONE ENTERPRISE DRIVESUITE 425SHELTON, CT 06484
BusinessONE ENTERPRISE DRIVESUITE 425SHELTON, CT 06484
Edgar Recent Filings
13F-HR2026-05-12 · 0002127147-26-000001
Fdic Zip Branches Raw
Fleet Bank, National AssociationShelton, CT
The Derby Savings BankShelton, CT
Fdic Zip Top Bank Share Pct
17.19
Rdap Domain Expiration Date
2027-05-14T18:31:43Z
Rdap Domain Last Changed
2025-08-12T20:24:12Z
Rdap Nameservers
Dns1.p05.nsone.netDns2.p05.nsone.netDns3.p05.nsone.netDns4.p05.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Soi Zip Total Business Income
96,952
Soi Zip Total Cap Gains
65,042
Soi Zip Total Dividends
41,531
Soi Zip Total Returns
22,390
Trust Company Affiliate
No
