AdvisorCensus / Financial advisors / Louisiana / Slidell / Icom Advisors, LLC
Icom Advisors, LLC is an SEC-registered investment advisory firm in Madisonville, LA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is Icom Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Icom Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
What does Icom Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Up to $500,000: 1.5% a year; $500,000 to $1,000,000: 1.25% a year; $1,000,000 to $5,000,000: 1% a year; $5,000,000 to $10,000,000: 0.75% a year; Above $10,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Icom Advisors, LLC located?
Icom Advisors, LLC's principal office is in Madisonville, LA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).
Is Icom Advisors, LLC registered with the SEC or a state?
Icom Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 156386.
How much does Icom Advisors, LLC manage?
Icom Advisors, LLC reports $150,180,725 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have Icom Advisors, LLC's assets and staff changed since 2025?
In the Form ADV data for Icom Advisors, LLC: Regulatory assets under management: $123,400,000 in the October 2025 data and $150,180,725 in the October 2026 data, up 22%. Total employees: 4 in October 2025 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Icom Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (342); high net worth individuals (81).
Which custodians does Icom Advisors, LLC use?
Icom Advisors, LLC'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 Icom 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 SEC record: https://adviserinfo.sec.gov/firm/summary/156386
Does Icom Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account as part of our portfolio management services. At our discretion, we may waive our minimum account size requirements."
What changed in Icom Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $123,400,000 to $150,180,725 (+22%).
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
- Fixed fees (other than subscription fees)
- Other
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 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.5% |
| $500,000 to $1,000,000 | 1.25% |
| $1,000,000 to $5,000,000 | 1% |
| $5,000,000 to $10,000,000 | 0.75% |
| Above $10,000,000 | 0.6% |
The brochure's wording
Our fee for portfolio management services is based on a percentage of your assets we manage and is set forth in the following fee schedule: Assets Under Management Annual Fee 1st $500,000 1.50% Next $500,000 1.25% Next $4MM 1.00% Next $5MM 0.75% Balance over $10MM 0.60%
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, we require a minimum of $250,000 to open and maintain an advisory account as part of our portfolio management services. At our discretion, we may waive our minimum account size requirements.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 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$150,180,725 as of October 2026, filing dated March 31, 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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2025 (1 year)
- Employees
- Total: 4. Performing investment advisory functions: 4.
- 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.
- Other offices (Schedule D, Section 1.F)
-
2 other offices, as of the April 2026 filing
- States registered or notice-filed
-
3 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 | $150,180,725 | 4 | March 31, 2026 |
| October 2025 | $123,400,000 | 4 | June 27, 2025 |
Regulatory assets under management: $123,400,000 in the October 2025 data and $150,180,725 in the October 2026 data, up 22%.
Total employees: 4 in October 2025 and 4 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- April 2026
- Regulatory assets under management went from $123,400,000 to $150,180,725 (+22%).
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.ISource: 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. Icom Advisors, LLC (CRD 156386): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/icom-advisors-llc-madisonville-la-156386