Innovative Advisory Group, Llc
- Regulatory AUM
- $194M
- Discretionary
- $194M
- Clients
- 300
- Avg AUM / client
- $647K
- Accounts
- 800
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Feb 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 270 | $122M | 62.8% |
| High net worth individuals | 28 | $70.0M | 36.1% |
| Charitable organizations | 2 | $2.2M | 1.13% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rajeev H Kotyan | President | Feb 2008 (19y) | 75% or more of Blue Haven Group, Inc (indirect) | |
| Kirk Ronald Chisholm | President | Nov 2008 (18y) | ≈ 37.5% – 75% via Stirling Global Advisors, Llc | |
| Timothy Theodore Picciott | Registered representative | CFP | May 2018 (8y) | |
| John Mark English | Registered representative | Nov 2019 (7y) | ||
| Paul R Dio | Registered representative | Jan 2021 (6y) | ||
| Redina E Franklin | Registered representative | Mar 2021 (5y) | ||
| Tienchia Wang | Registered representative | May 2021 (5y) | ||
| Krista Letcher | Registered representative | Sep 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Blue Haven Group Inc | Member | Feb 2008 | A | 50% – 75% |
| Stirling Global Advisors, Llc | Member | Nov 2008 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Kirk Ronald Chisholm: 75% – 100% of Stirling Global Advisors, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/19/2026 | 1.03 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $138M (71% of AUM) Feb 2026
- Community National Bank $22.0M (11% of AUM) Feb 2026
- Pacific Premier Bank $7.5M (6% of AUM) Sep 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 19, 2026.
View current Form ADV (SEC/IAPD) ↗