# INNOVATIVE ADVISORY GROUP, LLC

INNOVATIVE ADVISORY GROUP, LLC of LEXINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 146618
- Type: SEC-registered investment adviser
- SEC file number: 801-122046
- Location: 394 LOWELL STREET, SUITE 8, LEXINGTON, MA, 02420
- Phone: 781-577-2782
- Latest filing: 2026-02-19
- Regulatory AUM: $194.0M
- Discretionary AUM: $194.0M
- Clients: 10
- Accounts: 800

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Rajeev H Kotyan | CCO; PRESIDENT | — |
| Kirk Ronald Chisholm | PRESIDENT; VICE PRESIDENT | — |
| KOTYAN RAJEEV H | CCO; PRESIDENT | — |
| CHISHOLM KIRK RONALD | PRESIDENT; VICE PRESIDENT | — |


## Branch offices (14)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 480-420-4659 |
| — | — | 1 | (914) 672-2537 |
| — | — | 1 | 7812182250 |
| — | — | 1 | 7812182250 |
| — | — | 1 | 7812182250 |
| PHOENIX | AZ | 1 | 4804425816 |
| — | — | 1 | 7812182250 |
| — | — | 1 | 480-420-4659 |
| — | — | 1 | (914) 672-2537 |
| — | — | 1 | 7812182250 |
| — | — | 1 | 7812182250 |
| — | — | 1 | 7812182250 |
| PHOENIX | AZ | 1 | 4804425816 |
| — | — | 1 | 7812182250 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146618/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146618/similar
- Related entities: https://search.stillhousedata.com/firm/146618/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146618

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.