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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INNOVATIVE ADVISORY GROUP

INNOVATIVE ADVISORY GROUP, LLC, CRD 146618

LEXINGTON, MA

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:f135f309-e166-9882-847e-b8074352fd96

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 3
On other graphs: 0
Observed: Jul 9, 2021 to Aug 20, 2026
23 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $194MItem 5.F on the latest filing (2026-08-20); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $192MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $24.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 8
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 800
Individual clients: 270
High net worth clients: 28
SEC number: 801-122046
CRD: 146618
Filings on the tape: 23
First filed: Jul 9, 2021
Latest filed: Aug 20, 2026
Organised: Limited Liability Company, MA

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
RAJEEV H KOTYAN	n/a	LEXINGTON, MA	18	18	2	no
KIRK RONALD CHISHOLM	n/a	LEXINGTON, MA	17	26	2	no
TIMOTHY THEODORE PICCIOTT	Certified Financial Planner	Gold Canyon, AZ \| LEXINGTON, MA	8	18	2	no
JOHN MARK ENGLISH	n/a	Nyack, NY	6	15	1	no
PAUL R DIO	n/a	LEXINGTON, MA	5	14	3	no
REDINA E FRANKLIN	n/a	Lubbock, TX \| LEXINGTON, MA	5	29	6	no
TIENCHIA WANG	n/a	LEXINGTON, MA	5	21	2	no
Krista Letcher	n/a	Lincoln, NE	0	13	4	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
BLUE HAVEN GROUP INC	Member	D	yes	02/2008	Jul 9, 2021	Jun 19, 2024
CHISHOLM, KIRK, RONALD	VICE PRESIDENT	E	yes	11/2008	Jul 9, 2021	Jun 19, 2024
CHISHOLM, KIRK, RONALD	President	Na	yes	11/2008	Jul 9, 2021	Jun 19, 2024
KOTYAN, RAJEEV, H	President	E	yes	02/2008	Jul 9, 2021	Jun 19, 2024
KOTYAN, RAJEEV, H	Cco	Na	yes	02/2008	Jul 9, 2021	Jun 19, 2024
STIRLING GLOBAL ADVISORS, LLC	Member	D	yes	11/2008	Jul 9, 2021	Jun 19, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 19, 2026	$194M	$194M	10	9	7	n/a	n/a
2024	Mar 20, 2025	$161M	$161M	8	7	4	n/a	n/a
2023	Mar 18, 2024	$129M	$129M	9	9	5	n/a	n/a
2022	Feb 2, 2023	$124M	$124M	8	8	4	n/a	n/a
2021	Feb 28, 2022	$137M	$137M	9	9	5	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
2	1	1	12.5%	0	0	0	3	1

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	$194M	$161M	20.9%	$124M	16.1%	9	8	4	4

Relationships

Registered with (12)

← Krista LetcherAdvisorregistration: current employment
Sep 22, 2025 to presentfactForm ADV
← TIENCHIA WANGAdvisorregistration: current employment
May 4, 2021 to presentfactForm ADV
← REDINA E FRANKLINAdvisorregistration: current employment
Mar 10, 2021 to presentfactForm ADV
← PAUL R DIOAdvisorregistration: current employment
Jan 22, 2021 to presentfactForm ADV
← JOHN MARK ENGLISHAdvisorregistration: current employment
Nov 21, 2019 to presentfactForm ADV
← TIMOTHY THEODORE PICCIOTTAdvisorregistration: current employment
May 21, 2018 to presentfactForm ADV
← KIRK RONALD CHISHOLMAdvisorregistration: current employment
Nov 12, 2008 to presentfactForm ADV
← RAJEEV H KOTYANAdvisorregistration: current employment
Jul 9, 2008 to presentfactForm ADV
← Douglas Edward LynamAdvisorregistration: previous registration
Jan 23, 2026 to Jun 3, 2026factForm ADV
← MICHELLE EVARD MOSESAdvisorregistration: previous registration
Aug 11, 2025 to Dec 2, 2025factForm ADV
← GEORGE IVAN ZULUAGAAdvisorregistration: previous registration
Aug 4, 2010 to Nov 27, 2012factForm ADV
← LAURIE ANN BACHELDERAdvisorregistration: previous registration
Jul 9, 2008 to Oct 16, 2012factForm ADV

Controls (4)

← CHISHOLM, KIRK, RONALDOwnerVICE PRESIDENT, ownership code E, individual
Jul 9, 2021 to Jun 19, 2024factForm ADV
← KOTYAN, RAJEEV, HOwnerPRESIDENT, ownership code E, individual
Jul 9, 2021 to Jun 19, 2024factForm ADV
← BLUE HAVEN GROUP INCOwnerMEMBER, ownership code D, domestic entity
Jul 9, 2021 to Jun 19, 2024factForm ADV
← STIRLING GLOBAL ADVISORS, LLCOwnerMEMBER, ownership code D, domestic entity
Jul 9, 2021 to Jun 19, 2024factForm ADV

Dated events

Occurred
Jun 3, 2026
Advisor changed firm
Douglas Edward Lynam left Innovative Advisory Group for Course Management Investment Advisors, Llc (registered 2026-04-22)
Form ADVobserved 4 days ago
Occurred
Dec 2, 2025
Advisor departed, no destination yet
Michelle Evard Moses no longer registered at Innovative Advisory Group; no later IA registration on IAPD
Form ADVobserved 4 days ago
Occurred
Jul 9, 2021
First Form ADV filing
Innovative Advisory Group filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f135f309-e166-9882-847e-b8074352fd96
First observed: Jul 9, 2021
Last observed: Aug 20, 2026 30 days 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 GROUP

INNOVATIVE ADVISORY GROUP, LLC, CRD 146618

LEXINGTON, MA

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:f135f309-e166-9882-847e-b8074352fd96

Data as of Aug 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAJEEV H KOTYAN

n/a

LEXINGTON, MA

KIRK RONALD CHISHOLM

n/a

LEXINGTON, MA

TIMOTHY THEODORE PICCIOTT

Certified Financial Planner

Gold Canyon, AZ | LEXINGTON, MA

JOHN MARK ENGLISH

n/a

Nyack, NY

PAUL R DIO

n/a

LEXINGTON, MA

REDINA E FRANKLIN

n/a

Lubbock, TX | LEXINGTON, MA

TIENCHIA WANG

n/a

LEXINGTON, MA

Krista Letcher

n/a

Lincoln, NE

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BLUE HAVEN GROUP INC

Member

yes

02/2008

Jul 9, 2021

Jun 19, 2024

CHISHOLM, KIRK, RONALD

VICE PRESIDENT

yes

11/2008

Jul 9, 2021

Jun 19, 2024

CHISHOLM, KIRK, RONALD

President

yes

11/2008

Jul 9, 2021

Jun 19, 2024

KOTYAN, RAJEEV, H

President

yes

02/2008

Jul 9, 2021

Jun 19, 2024

KOTYAN, RAJEEV, H

Cco

yes

02/2008

Jul 9, 2021

Jun 19, 2024

STIRLING GLOBAL ADVISORS, LLC

Member

yes

11/2008

Jul 9, 2021

Jun 19, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 19, 2026

$194M

n/a

2024

Mar 20, 2025

$161M

n/a

2023

Mar 18, 2024

$129M

n/a

2022

Feb 2, 2023

$124M

n/a

2021

Feb 28, 2022

$137M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

12.5%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$194M

$161M

20.9%

$124M

16.1%