INNOVATIVE ADVISORY PARTNERS, LLC

CRD 156135File 801-78600

APPROVED

Retail clients

Filing as of Apr 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$352.1M

Below cohort median (national)

Discretionary AUM

$343.2M

Non-discretionary $8.9M

Clients

443

1,352 accounts

Employees

Below cohort median in TN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 9, 2013
Principal office: 4700 HIXSON PIKE, HIXSON, TN, 37343-4806
Phone: 423-870-2140
Website: HTTPS://WWW.LINKEDIN.COM/IN/JOE-FRANKLIN-CFP-38666461/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $352.1M
Discretionary AUM: $343.2M
Non-discretionary AUM: $8.9M
Discretionary accounts: 1,173
Non-discretionary accounts: 179
Total accounts: 1,352
AUM per client: $795K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$100K
High net worth individuals	52	$285.0M
Individuals (other than high net worth individuals)	390	$67.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — SHARE IN THIRD PARTY FEES
A percentage of assets under your management

Advisory activities

Other
Other advisory activities
Financial planning services
Selection of other advisers
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 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.