FINANCIAL INNOVATIONS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $535.2M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $535.2M |
| Client Accounts | 1,071 |
| Avg Account Size | $500K |
| Employees | 2 |
| Peak AUM | $535.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $535M | +33.8% | +20.2% | +15.3% | |
| Non-Disc. AUM | $535M | ||||
Key Metrics
| Total AUM | $535.2M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 1071 |
| Client Range | 1-10 |
Contact & Location
Address
6111 PEACHTREE DUNWOODY ROAD
ATLANTA GA 30328
Phone
404-458-0065
Filing History
52 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$535M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Insurance Company