AdvisorCensus / Financial advisors / New York / New York / IFC Personal Money Managers, Inc.
IFC Personal Money Managers, Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 9, 2026.
Quick answers
From the filingHow is IFC Personal Money Managers, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), IFC Personal Money Managers, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).
Where is IFC Personal Money Managers, Inc. located?
IFC Personal Money Managers, Inc.'s principal office is in New York, NY, according to its Form ADV.
Is IFC Personal Money Managers, Inc. registered with the SEC or a state?
IFC Personal Money Managers, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 126344.
How much does IFC Personal Money Managers, Inc. manage?
IFC Personal Money Managers, Inc. reports $450,896,430 in regulatory assets under management in its Form ADV filing dated April 9, 2026 (0% discretionary).
How have IFC Personal Money Managers, Inc.'s assets and staff changed since 2021?
In the Form ADV data for IFC Personal Money Managers, Inc.: Regulatory assets under management: $172,000,000 in the October 2021 data and $450,896,430 in the October 2026 data, up 162%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does IFC Personal Money Managers, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (85); individuals (other than high net worth individuals) (5).
Which custodians does IFC Personal Money Managers, Inc. use?
IFC Personal Money Managers, Inc.'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 IFC Personal Money Managers, Inc. 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/126344
What changed in IFC Personal Money Managers, Inc.'s recent Form ADV filings?
In the May 2026 filing data: Registered or notice-filed in LA.
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- Hourly charges
- Fixed fees (other than subscription fees)
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 2AMinimum annual fee: $10,000
The brochure's wording
The Registrant generally requires a minimum annual investment advisory fee of $10,000. The Registrant, in its sole discretion, may adjust its investment advisory fee based upon certain criteria
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$450,896,430 as of October 2026, filing dated April 9, 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- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- OBJECTIVEADVICE.COM
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 4. Performing investment advisory functions: 1.
- 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.
- States registered or notice-filed
-
14 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 | $450,896,430 | 4 | April 9, 2026 |
| October 2025 | $401,849,705 | 4 | April 15, 2025 |
| October 2024 | $385,022,510 | 4 | September 26, 2024 |
| October 2023 | $278,000,000 | 3 | March 30, 2023 |
| October 2022 | $240,000,000 | 3 | April 26, 2022 |
| October 2021 | $172,000,000 | 3 | March 30, 2021 |
Regulatory assets under management: $172,000,000 in the October 2021 data and $450,896,430 in the October 2026 data, up 162%.
Total employees: 3 in October 2021 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- May 2026
- Registered or notice-filed in LA.
- April 2026
- Regulatory assets under management went from $401,849,705 to $450,896,430 (+12%).
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. IFC Personal Money Managers, Inc. (CRD 126344): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ifc-personal-money-managers-inc-new-york-ny-126344