{
  "crd_number": 156386,
  "slug": "icom-advisors-llc-madisonville-la-156386",
  "primary_business_name": "ICOM ADVISORS, LLC",
  "legal_name": "ICOM ADVISORS, LLC",
  "dbas": [],
  "city": "Madisonville",
  "state": "LA",
  "country": "United States",
  "cbsa_code": "43640",
  "metro": {
    "cbsa_code": "43640",
    "common_name": "Slidell",
    "msa_name": "Slidell-Mandeville-Covington, LA",
    "path": "/advisors/la/slidell"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-07-25",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 150180725.0,
  "raum_discretionary": 150020725.0,
  "raum_non_discretionary": 160000.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 11272000.0,
      "count": 342
    },
    "high_net_worth_individuals": {
      "raum": 138908725.0,
      "count": 81
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "LA",
    "MS",
    "TX"
  ],
  "websites": [
    "https://icom.hostedbybread.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156386",
  "city_as_filed": "MADISONVILLE",
  "url": "https://advisorcensus.com/firm/icom-advisors-llc-madisonville-la-156386",
  "display_name": "Icom Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Icom Advisors, LLC (CRD 156386): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Icom Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "What does Icom Advisors, LLC's brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Icom Advisors, LLC located?",
      "a": "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)."
    },
    {
      "q": "Is Icom Advisors, LLC registered with the SEC or a state?",
      "a": "Icom Advisors, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 156386."
    },
    {
      "q": "How much does Icom Advisors, LLC manage?",
      "a": "Icom Advisors, LLC reports $150,180,725 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Icom Advisors, LLC's assets and staff changed since 2025?",
      "a": "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."
    },
    {
      "q": "What types of clients does Icom Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (342); high net worth individuals (81)."
    },
    {
      "q": "Which custodians does Icom Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does Icom Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Icom Advisors, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Icom Advisors, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $123,400,000 to $150,180,725 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 123400000.0,
      "total_employees": 4,
      "filing_date": "2025-06-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 150180725.0,
      "total_employees": 4,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $123,400,000 to $150,180,725 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [
      {
        "band": "Up to $500,000",
        "rate": "1.5%"
      },
      {
        "band": "$500,000 to $1,000,000",
        "rate": "1.25%"
      },
      {
        "band": "$1,000,000 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "$5,000,000 to $10,000,000",
        "rate": "0.75%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.6%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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%",
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/icom-advisors-llc-madisonville-la-156386.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 342,
      "fewer_than_5": false,
      "raum": 11272000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 81,
      "fewer_than_5": false,
      "raum": 138908725.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156386",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}