FINANCIAL INNOVATIONS, LLC

CRD 142769File 801-67516

APPROVED

Retail clients

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$535.2M

Above cohort median (national)

Discretionary AUM

Non-discretionary $535.2M

Clients

347

1,071 accounts

Employees

Above cohort median in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jan 26, 2007
Principal office: 6111 PEACHTREE DUNWOODY ROAD, SUITE F101, ATLANTA, GA, 30328
Phone: 404-458-0065
Website: HTTP://WWW.FINANCIALINNOVATIONS.BIZ

Assets & accounts

ADV Item 5F

Total regulatory AUM: $535.2M
Discretionary AUM: $0
Non-discretionary AUM: $535.2M
Discretionary accounts: 0
Non-discretionary accounts: 1,071
Total accounts: 1,071
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.4M
High net worth individuals	234	$467.0M
Pension and profit sharing plans	13	$22.0M
Individuals (other than high net worth individuals)	100	$38.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	353	347
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.