{
  "crd_number": 332157,
  "slug": "ifc-advisors-llc-los-angeles-ca-332157",
  "primary_business_name": "IFC ADVISORS LLC",
  "legal_name": "IFC ADVISORS LLC",
  "dbas": [],
  "city": "Los Angeles",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 2344170698.0,
  "raum_discretionary": 1757630418.0,
  "raum_non_discretionary": 586540280.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 18,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 154210757.0,
      "count": 13
    },
    "individuals": {
      "raum": 15055158.0,
      "count": 74
    },
    "pension_profit_sharing": {
      "raum": 26487520.0,
      "count": 15
    },
    "high_net_worth_individuals": {
      "raum": 2078986582.0,
      "count": 270
    },
    "corporations_other_businesses": {
      "raum": 69430681.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "LA",
    "NE",
    "NY",
    "TX"
  ],
  "websites": [
    "https://ifcadvisors.com",
    "https://linkedin.com/company/ifc-advisors-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332157",
  "city_as_filed": "LOS ANGELES",
  "url": "https://advisorcensus.com/firm/ifc-advisors-llc-los-angeles-ca-332157",
  "display_name": "IFC Advisors LLC",
  "summary": "IFC Advisors LLC is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. IFC Advisors LLC (CRD 332157): 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)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is IFC Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), IFC Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does IFC Advisors LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.1% to 1.75% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is IFC Advisors LLC located?",
      "a": "IFC Advisors LLC's principal office is in Los Angeles, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is IFC Advisors LLC registered with the SEC or a state?",
      "a": "IFC Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332157."
    },
    {
      "q": "How much does IFC Advisors LLC manage?",
      "a": "IFC Advisors LLC reports $2,344,170,698 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (75% discretionary)."
    },
    {
      "q": "How have IFC Advisors LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for IFC Advisors LLC: Regulatory assets under management: $2,336,846,478 in the October 2025 data and $2,344,170,698 in the October 2026 data, unchanged. Total employees: 15 in October 2024 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does IFC Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (270); individuals (other than high net worth individuals) (74); corporations or other businesses not listed above (21)."
    },
    {
      "q": "Which custodians does IFC Advisors LLC use?",
      "a": "IFC Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Investments and Wells Fargo Clearing Services, LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does IFC 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/332157"
    },
    {
      "q": "Does IFC Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"For new client relationships, IFC generally requires a minimum initial investment of $750,000 for investment management services. The firm, in its sole discretion, may waive this minimum or can accept clients based upon each client’s particular circumstances.\""
    },
    {
      "q": "What changed in IFC Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 15,
      "filing_date": "2024-06-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2336846478.0,
      "total_employees": 17,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2344170698.0,
      "total_employees": 18,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 9.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in FL, NV, SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Added an office in Mount Pleasant, SC.",
        "No longer lists an office in Charleston, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.1% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": "$750,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.1% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "IFC offers investment and wealth management services for an annual fee based on the amount of assets under the firm’s management and typically ranges from 0.10% to 1.75%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $750,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "For new client relationships, IFC generally requires a minimum initial investment of $750,000 for investment management services. The firm, in its sole discretion, may waive this minimum or can accept clients based upon each client’s particular circumstances."
        ]
      }
    ],
    "quotes": [
      "IFC offers investment and wealth management services for an annual fee based on the amount of assets under the firm’s management and typically ranges from 0.10% to 1.75%.",
      "For new client relationships, IFC generally requires a minimum initial investment of $750,000 for investment management services. The firm, in its sole discretion, may waive this minimum or can accept clients based upon each client’s particular circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Investments",
      "name_as_filed": "FIDELITY INVESTMENTS",
      "affiliated": false
    },
    {
      "name": "Wells Fargo Clearing Services, LLC",
      "name_as_filed": "WELLS FARGO CLEARING SERVICES, LLC",
      "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/ifc-advisors-llc-los-angeles-ca-332157.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 74,
      "fewer_than_5": false,
      "raum": 15055158.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 270,
      "fewer_than_5": false,
      "raum": 2078986582.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 15,
      "fewer_than_5": false,
      "raum": 26487520.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 13,
      "fewer_than_5": false,
      "raum": 154210757.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 21,
      "fewer_than_5": false,
      "raum": 69430681.0
    }
  ],
  "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/332157",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}