# 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.

- CRD: 293288
- Filed as: IBN ADVISORY SERVICES, INC.
- Also doing business as: IBN FINANCIAL SERVICES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Liverpool, NY
- Filing period: October 2026
- Form ADV filing dated: August 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293288
- AdvisorCensus page: https://advisorcensus.com/firm/ibn-advisory-services-inc-liverpool-ny-293288

## Quick answers

**How 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.

**How much does IBN Advisory Services, Inc. charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Asset-based fee: 0.5% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $69,811,000
- Discretionary: $69,811,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 192 | $50,962,030 |
| High net worth individuals | 5 | $11,867,870 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,806,827 |
| Charitable organizations | Fewer than 5 | $1,403,414 |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | $2,770,859 |

### 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)

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, IL, KS, MA, MD, ME, NC, NE, NH, NJ, NY, PA, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $72,468,657 | 7 | April 1, 2021 |
| October 2022 | $203,124,869 | 7 | April 17, 2022 |
| October 2023 | $155,186,230 | 7 | March 31, 2023 |
| October 2024 | $155,748,122 | 7 | March 21, 2024 |
| October 2025 | $184,948,056 | 7 | March 21, 2025 |
| October 2026 | $69,811,000 | 8 | August 27, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IBN Advisory Services, Inc. (CRD 293288): Form ADV filing data as of October 2026.