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Innovative Investment Fiduciaries, Llc

State-registered Institutional / Pension Advisor · Boutique (under $100M) CRD 159814 · SEC file 801-77666 · Moorestown, NJ · www.linkedin.com
☆ Save with Pro ADV data as of Mar 25, 2026
Regulatory AUM
$13.7M
Discretionary
$13.7M
Clients
Avg AUM / client
Accounts
4
Employees
3

AUM over time

$13.7M $125M
Dec 2012 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 25, 2026

Who they serve

Client typeClientsAUM% of AUM
Pension and profit sharing plans Fewer than 5 clients $13.7M 100.0%

Retirement plan clients

Plans that reported this firm as an investment service provider on Form 5500 Schedule C.

Plan Location Plan year
The Proconex Group 401 K Plan Proconex 2024
Urban Affairs Coalition 403(b) Retirement Plan Urban Affairs Coalition Philadelphia, PA 2024
Oaks Integrated Care, Inc. 403(b) Savings Plan Oaks Integrated Care, Inc. 2024
The Archway Programs Retirement Savings Plan The Archway Programs 2024
Catch, Inc. 403(b) Retirement Plan Catch, Inc. 2024
Oaks Integrated Care, Inc. 403(b) Plan Oaks Integrated Care, Inc. 2024
Morey Organization 401(k) Retirement Plan The Morey Organization, Inc. 2024
Samaritan Healthcare & Hospice, Inc. 403(b) Plan Samaritan Healthcare & Hospice, Inc. 2024
Smartlinx Solutions Retirement Plan Smartlinx Solutions, Llc 2024
Infragistics, Inc. 401(k) Profit Sharing Plan Infragistics, Inc. 2024
Aus, Inc. Thrift Savings Plan Aus, Inc. 2024

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Theresa Ann Procida Member Nov 2011 (15y) Less than 5%
Mark William Sulpizio Managing Member And Chief Compliance Officer Feb 2013 (14y) 75% or more
Andrew May Registered representative CFP Mar 2019 (7y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

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.

Retirement plans served (11)

PlanSponsorParticipantsPlan assetsAs of
The Proconex Group 401 K Plan Proconex 343 $89.7M 10/01/2024
Urban Affairs Coalition 403(b) Retirement Plan Urban Affairs Coalition 434 $8.0M 01/01/2024
Oaks Integrated Care, Inc. 403(b) Savings Plan Oaks Integrated Care, Inc. 1,165 $47.4M 01/01/2024
The Archway Programs Retirement Savings Plan The Archway Programs 432 $15.6M 01/01/2024
Catch, Inc. 403(b) Retirement Plan Catch, Inc. 369 $8.7M 01/01/2024
Oaks Integrated Care, Inc. 403(b) Plan Oaks Integrated Care, Inc. 86 $39.9M 01/01/2024
Morey Organization 401(k) Retirement Plan The Morey Organization, Inc. 191 $22.8M 01/01/2024
Samaritan Healthcare & Hospice, Inc. 403(b) Plan Samaritan Healthcare & Hospice, Inc. 399 $30.5M 01/01/2024
Smartlinx Solutions Retirement Plan Smartlinx Solutions, Llc 114 $10.3M 01/01/2024
Infragistics, Inc. 401(k) Profit Sharing Plan Infragistics, Inc. 54 $15.2M 01/01/2024
Aus, Inc. Thrift Savings Plan Aus, Inc. 297 $33.6M 01/01/2024

From Form 5500 service-provider disclosures.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/25/2026 1.08 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
  • Fixed fees

Services

  • Pension consulting services
  • Selection of other advisers

Custody

Reported custodians

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: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗