# 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.

- CRD: 126344
- Filed as: IFC PERSONAL MONEY MANAGERS, INC.
- Also doing business as: OBJECTIVEADVICE.COM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126344
- AdvisorCensus page: https://advisorcensus.com/firm/ifc-personal-money-managers-inc-new-york-ny-126344

## Quick answers

**How 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

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

- Minimum annual fee: $10,000

> 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 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: $450,896,430
- Discretionary: $0
- Non-discretionary: $450,896,430

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $2,524,004 |
| High net worth individuals | 85 | $448,372,426 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (11 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, DC, FL, LA, MA, MD, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $172,000,000 | 3 | March 30, 2021 |
| October 2022 | $240,000,000 | 3 | April 26, 2022 |
| October 2023 | $278,000,000 | 3 | March 30, 2023 |
| October 2024 | $385,022,510 | 4 | September 26, 2024 |
| October 2025 | $401,849,705 | 4 | April 15, 2025 |
| October 2026 | $450,896,430 | 4 | April 9, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IFC Personal Money Managers, Inc. (CRD 126344): Form ADV filing data as of October 2026.