AdvisorCensus / Financial advisors / New York / Syracuse / IBN Advisory Services, Inc.
IBN Advisory Services, Inc.
Filed as IBN ADVISORY SERVICES, INC.
IBN Advisory Services, Inc. is an SEC-registered investment advisory firm in Liverpool, NY, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 27, 2026.
Quick answers
From the filingHow is IBN Advisory Services, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), IBN Advisory Services, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges.
What does IBN Advisory Services, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated August 27, 2026 states: Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is IBN Advisory Services, Inc. located?
IBN Advisory Services, Inc.'s principal office is in Liverpool, NY, according to its Form ADV.
Is IBN Advisory Services, Inc. registered with the SEC or a state?
IBN Advisory Services, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 293288.
How much does IBN Advisory Services, Inc. manage?
IBN Advisory Services, Inc. reports $69,811,000 in regulatory assets under management in its Form ADV filing dated August 27, 2026 (100% discretionary).
How have IBN Advisory Services, Inc.'s assets and staff changed since 2021?
In the Form ADV data for IBN Advisory Services, Inc.: Regulatory assets under management: $72,468,657 in the October 2021 data and $69,811,000 in the October 2026 data, down 4%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does IBN Advisory Services, Inc. serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (192); high net worth individuals (5).
Which custodians does IBN Advisory Services, Inc. use?
IBN Advisory Services, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does IBN Advisory Services, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293288
What changed in IBN Advisory Services, Inc.'s recent Form ADV filings?
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.5% to 2% a year (a range, as the brochure states it)
The brochure's wording
Generally, fees may vary from 0.50% to 2.00% per annum of the market value of a client’s assets managed by IBNADV.
As stated in the firm's Form ADV Part 2A brochure dated August 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$69,811,000 as of October 2026, filing dated August 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Also doing business as
- IBN FINANCIAL SERVICES, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 8. Performing investment advisory functions: 8.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
18 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $69,811,000 | 8 | August 27, 2026 |
| October 2025 | $184,948,056 | 7 | March 21, 2025 |
| October 2024 | $155,748,122 | 7 | March 21, 2024 |
| October 2023 | $155,186,230 | 7 | March 31, 2023 |
| October 2022 | $203,124,869 | 7 | April 17, 2022 |
| October 2021 | $72,468,657 | 7 | April 1, 2021 |
Regulatory assets under management: $72,468,657 in the October 2021 data and $69,811,000 in the October 2026 data, down 4%.
Total employees: 7 in October 2021 and 8 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- August 2026
- Updated its list of owners and control persons (Schedule A).
- May 2026
- Employees performing advisory functions went from 4 to 8.
- Regulatory assets under management went from $184,948,056 to $69,811,000 (-62%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.INot reported.
Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IBN Advisory Services, Inc. (CRD 293288): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ibn-advisory-services-inc-liverpool-ny-293288