# I4 Advisors LLC

> I4 Advisors LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2024.

- CRD: 157911
- Filed as: I4 ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 17, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/157911
- AdvisorCensus page: https://advisorcensus.com/firm/i4-advisors-llc-indianapolis-in-157911

## Quick answers

**How is I4 Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), I4 Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is I4 Advisors LLC located?**
I4 Advisors LLC's principal office is in Indianapolis, IN, according to its Form ADV.

**Is I4 Advisors LLC registered with the SEC or a state?**
I4 Advisors LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 157911.

**How much does I4 Advisors LLC manage?**
I4 Advisors LLC reports $9,956,277 in regulatory assets under management in its Form ADV filing dated April 17, 2024 (8% discretionary).

**What types of clients does I4 Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2); corporations or other businesses not listed above (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does I4 Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/157911

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $9,956,277
- Discretionary: $760,500
- Non-discretionary: $9,195,777

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $930,181 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $8,265,596 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $760,500 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. I4 Advisors LLC (CRD 157911): Form ADV filing data as of October 2026.