# 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.

- CRD: 156386
- Filed as: ICOM ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Madisonville, LA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156386
- AdvisorCensus page: https://advisorcensus.com/firm/icom-advisors-llc-madisonville-la-156386

## Quick answers

**How 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.

**How much does Icom Advisors, LLC charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- 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

> 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)

> 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 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: $150,180,725
- Discretionary: $150,020,725
- Non-discretionary: $160,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 342 | $11,272,000 |
| High net worth individuals | 81 | $138,908,725 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, MS, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Hattiesburg, MS
- Pascagoula, MS

### Websites listed on Form ADV (Item 1.I)
- icom.hostedbybread.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $123,400,000 | 4 | June 27, 2025 |
| October 2026 | $150,180,725 | 4 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $123,400,000 to $150,180,725 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Icom Advisors, LLC (CRD 156386): Form ADV filing data as of October 2026.