# IBN Asset Management, LLC

> IBN Asset Management, LLC is an SEC-registered investment advisory firm in Thousand Oaks, CA, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 290114
- Filed as: IBN ASSET MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Thousand Oaks, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290114
- AdvisorCensus page: https://advisorcensus.com/firm/ibn-asset-management-llc-thousand-oaks-ca-290114

## Quick answers

**How is IBN Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), IBN Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IBN Asset Management, LLC located?**
IBN Asset Management, LLC's principal office is in Thousand Oaks, CA, according to its Form ADV.

**Is IBN Asset Management, LLC registered with the SEC or a state?**
IBN Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 290114.

**How much does IBN Asset Management, LLC manage?**
IBN Asset Management, LLC reports $508,170,547 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (33% discretionary).

**How have IBN Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for IBN Asset Management, LLC: Regulatory assets under management: $141,108,540 in the October 2021 data and $508,170,547 in the October 2026 data, up 260%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IBN Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (12).

**Which custodians does IBN Asset Management, LLC use?**
IBN Asset Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank of New York and US Bank as custodians holding 10% or more of its separately managed account assets.

**Does IBN Asset Management, LLC 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/290114

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Bank of New York
- US Bank

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: $508,170,547
- Discretionary: $169,064,542
- Non-discretionary: $339,106,005

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $338,097,222 |
| Corporations or other businesses not listed above | 12 | $170,073,325 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2020 (6 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ibnasset.com
- ibnassetmanagement.com
- ibnbonds.com
- LinkedIn @ibn-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,108,540 | 4 | March 22, 2021 |
| October 2022 | $110,113,877 | 4 | March 30, 2022 |
| October 2023 | $107,175,736 | 6 | March 29, 2023 |
| October 2024 | $107,308,835 | 6 | August 28, 2024 |
| October 2025 | $485,424,509 | 6 | March 31, 2025 |
| October 2026 | $508,170,547 | 6 | March 31, 2026 |

Regulatory assets under management: $141,108,540 in the October 2021 data and $508,170,547 in the October 2026 data, up 260%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IBN Asset Management, LLC (CRD 290114): Form ADV filing data as of October 2026.