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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INNOVATIVE ADVISORY PARTNERS, LLC

CRD 156135

HIXSON, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c25ee37-613e-e46f-ccff-a7ba0efd23b1

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 4
On other graphs: 0
Observed: Jun 7, 2012 to Apr 6, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=4.0
Regulatory AUM: $352MItem 5.F on the latest filing (2026-04-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $343M
Private client RAUM: $352MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $58.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,352
Individual clients: 390
High net worth clients: 52
SEC number: 801-78600
CRD: 156135
Filings on the tape: 38
First filed: Jun 7, 2012
Latest filed: Apr 6, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOE DAVID FRANKLIN	Certified Financial Planner	HIXSON, TN	9	30	3	no
NEILL B HATCHER	n/a	HIXSON, TN	2	23	4	no
CAROLYN ANN FRYAR	n/a	HIXSON, TN	0	15	1	no
SAMUEL CARTER PAYNE	n/a	HIXSON, TN	0	15	n/a	no
Logan Tyler Wingfield	n/a	HIXSON, TN	0	10	n/a	no
Charles Thomas Nicholson	n/a	HIXSON, TN	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
FRANKLIN WEALTH MANAGEMENT, LLC	Owner	E	yes	07/2018	Mar 29, 2018	Mar 30, 2024
FRANKLIN, JOE, DAVID	Owner	E	yes	05/2010	Jun 7, 2012	Mar 30, 2024
FRANKLIN, JOE, DAVID	CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER	Na	yes	08/2019	Jun 7, 2012	Mar 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 6, 2026	$352M	$343M	8	6	0	n/a	n/a
2024	Apr 1, 2025	$260M	$252M	8	6	0	n/a	n/a
2023	Mar 30, 2024	$199M	$192M	8	6	0	n/a	n/a
2022	Mar 31, 2023	$170M	$170M	8	6	0	n/a	n/a
2021	Mar 30, 2022	$187M	$172M	9	8	0	n/a	n/a
2020	Mar 31, 2021	$143M	$106M	9	8	0	n/a	n/a
2019	Mar 28, 2020	$190M	$190M	9	8	4	n/a	n/a
2018	Mar 19, 2019	$200M	$200M	9	9	4	n/a	n/a
2017	Mar 21, 2018	$205M	$205M	10	10	4	n/a	n/a
2016	Mar 27, 2017	$210M	$149M	14	6	n/a	n/a	n/a
2015	Mar 30, 2016	$190M	$167M	11	6	n/a	n/a	n/a
2014	Feb 25, 2015	$194M	$142M	6	6	n/a	n/a	n/a
2013	Dec 19, 2013	$134M	$85.0M	6	6	n/a	n/a	n/a
2011	Jun 7, 2012	$74.0M	$29.0M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$352M	$260M	35.2%	$170M	27.5%	8	8	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
APEX STRATEGIC WEALTH, LLC	5	Jun 25, 2020	Dec 24, 2025	HIXSON, TN	Firm absorbed	RIA to new firm	83.3%

Relationships

Registered with (14)

← Charles Thomas NicholsonAdvisorregistration: current employment
Jun 18, 2026 to presentfactForm ADV
← Logan Tyler WingfieldAdvisorregistration: current employment
Apr 9, 2026 to presentfactForm ADV
← CAROLYN ANN FRYARAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← SAMUEL CARTER PAYNEAdvisorregistration: current employment
Dec 18, 2025 to presentfactForm ADV
← NEILL B HATCHERAdvisorregistration: current employment
Apr 30, 2024 to presentfactForm ADV
← JOE DAVID FRANKLINAdvisorregistration: previous registration
Feb 17, 2011 to Dec 31, 2016factForm ADV
← JOHN THOMAS GARMANYAdvisorregistration: previous registration
Jan 29, 2018 to Jun 30, 2020factForm ADV
← CHARLES JONATHAN EMANUELAdvisorregistration: previous registration
Feb 7, 2017 to Jun 30, 2020factForm ADV
← CHRISTOPHER ALAN TAYLORAdvisorregistration: previous registration
Feb 7, 2017 to Jun 30, 2020factForm ADV
← WILLIAM STUART WOODAdvisorregistration: previous registration
Feb 7, 2017 to Jun 29, 2020factForm ADV
← ROBERT LEONARD PRAGNELLAdvisorregistration: previous registration
Jan 29, 2018 to Jun 25, 2020factForm ADV
← KEVIN ALLEN LAMANAdvisorregistration: previous registration
Feb 7, 2017 to Aug 1, 2019factForm ADV
← CHADRICK DALE CAMPBELLAdvisorregistration: previous registration
Feb 7, 2017 to Apr 25, 2019factForm ADV
← NICHOLAS WINFORD HUGHESAdvisorregistration: previous registration
Feb 7, 2017 to Jan 11, 2019factForm ADV

Moved with (1)

→ APEX STRATEGIC WEALTH, LLCRegistered adviser5 advisors, firm absorbed
Jun 25, 2020 to Dec 24, 2025factForm ADV

Controls (2)

← FRANKLIN, JOE, DAVIDOwnerOWNER, ownership code E, individual
Jun 7, 2012 to Mar 30, 2024factForm ADV
← FRANKLIN WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Mar 29, 2018 to Mar 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 28, 2020
Control person left
Stuart William Wood (Owner) no longer on Schedule A of Innovative Advisory Partners, Llc (listed 2019-09-20, absent 2020-03-28)
Form ADVobserved 3 days ago
Occurred
Aug 26, 2019
Control person joined
Stuart William Wood (Owner) appeared on Schedule A of Innovative Advisory Partners, Llc
Form ADVobserved 3 days ago
Occurred
Sep 17, 2013
First Form ADV filing
Franklin Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Oct 9, 2020
Innovative Advisory Partners, Llc reported 0 offices beyond its principal office, down from 6 (2020-10-09 to 2020-10-09)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c25ee37-613e-e46f-ccff-a7ba0efd23b1
First observed: Jun 7, 2012
Last observed: Apr 6, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INNOVATIVE ADVISORY PARTNERS, LLC

CRD 156135

HIXSON, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4c25ee37-613e-e46f-ccff-a7ba0efd23b1

Data as of Apr 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOE DAVID FRANKLIN

Certified Financial Planner

HIXSON, TN

NEILL B HATCHER

n/a

HIXSON, TN

CAROLYN ANN FRYAR

n/a

HIXSON, TN

SAMUEL CARTER PAYNE

n/a

HIXSON, TN

n/a

Logan Tyler Wingfield

n/a

HIXSON, TN

n/a

Charles Thomas Nicholson

n/a

HIXSON, TN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRANKLIN WEALTH MANAGEMENT, LLC

Owner

yes

07/2018

Mar 29, 2018

Mar 30, 2024

FRANKLIN, JOE, DAVID

Owner

yes

05/2010

Jun 7, 2012

Mar 30, 2024

FRANKLIN, JOE, DAVID

CHIEF COMPLIANCE OFFICER / CHIEF EXECUTIVE OFFICER

yes

08/2019

Jun 7, 2012

Mar 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 6, 2026

$352M

$343M

n/a

2024

Apr 1, 2025

$260M

$252M

n/a

2023

Mar 30, 2024

$199M

$192M

n/a

2022

Mar 31, 2023

$170M

n/a

2021

Mar 30, 2022

$187M

$172M

n/a

2020

Mar 31, 2021

$143M

$106M

n/a

2019

Mar 28, 2020

$190M

n/a

2018

Mar 19, 2019

$200M

n/a

2017

Mar 21, 2018

$205M

n/a

2016

Mar 27, 2017

$210M

$149M

n/a

2015

Mar 30, 2016

$190M

$167M

n/a

2014

Feb 25, 2015

$194M

$142M

n/a

2013

Dec 19, 2013

$134M

$85.0M

n/a

2011

Jun 7, 2012

$74.0M

$29.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$352M

$260M

35.2%

$170M

27.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

APEX STRATEGIC WEALTH, LLC

Jun 25, 2020

Dec 24, 2025

HIXSON, TN

Firm absorbed

RIA to new firm

83.3%