IFG Advisory, LLC

• A percentage of assets under your management
• 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

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 18, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$4,759,187,483 as of October 2026, filing dated September 14, 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

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Publication of periodicals or newsletters
• Educational seminars/workshops

Also doing business as

APPALACHIAN WEALTH MANAGEMENT, BLUHAWK WEALTH MANAGEMENT, LLC, CAROLINA PLANNING CONSULTANTS, LLP, CARVER CAPITAL, CARVERSTARK, CAST AHEAD WEALTH MANGEMENT, CLEAR BLUE WEALTH, COLLINS WEALTH MANAGEMENT, DH CHRISTOPHER WEALTH MANAGEMENT, FINANCIAL STRATEGIES GROUP, INC., FRANKLIN WATKINS FINANCIAL GROUP, GARY ALPERT FINANCIAL STRATEGIES, GUNTHER WEALTH MANAGEMENT, HEALY WEALTH MANAGEMENT, HIGHLAND TRUST PARTNERS, HIGHLANDS WEALTH GROUP, IFG ADVISORY, INTEGRATED FINANCIAL GROUP, INTEGRATED FINANCIAL PARTNERS, INTEGRATED WEALTH MANAGEMENT GROUP, IWM GROUP, LINEA PRIVATE WEALTH MANAGEMENT, MADISON FINANCIAL & ASSOCIATES, MAGNOLIA FINANCIAL GROUP, MARATHON FINANCIAL STRATEGIES, MORRIS SHANK WEALTH MANAGEMENT, NICKELS WEALTH MANAGEMENT, NIDA FINANCIAL GROUP, INC., NWM CAPITAL ADVISORS, OAK TREE FINANCIAL SERVICES, PATHWAYS FINANCIAL PARTNERS, REBEKAH J FERO CFP LLC/FERO FINANCIAL, SGL WEALTH MANAGEMENT, STARK FINANCIAL, TARRANT FINANCIAL, TARRENT FINANCIAL ADVISORS, THE ANCHOR FINANCIAL GROUP, THOMPSONBAKER FINANCIAL, LLC, WEALTH HORIZON, WHB WEALTH MANAGEMENT GROUP, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2014 (12 years)

Employees

Total: 187. Performing investment advisory functions: 86.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

LPL Financial LLC

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.

Other offices (Schedule D, Section 1.F)

23 other offices, as of the October 2026 filing

Alpharetta, GAAthens, GAAtlanta, GABlairsville, GABrunswick, GACartersville, GAClayton, MOColombus, MSFayetteville, GAGainesville, GAGoldsboro, NCHuntsville, ALMcDonough, GAMilledgeville, GAMooresville, NCNatchez, MSPort Charlotte, FLPort St. Lucie, FLRaleigh, NCRome, NYRoswell, GASt. Augustine, FLSunrise, FL

States registered or notice-filed

42 states or jurisdictions

AKALARAZCACTDCFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHOKORPASCTNTXUTVAWAWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None 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

Regulatory assets under management: $2,159,825,504 in the October 2021 data and $4,759,187,483 in the October 2026 data, up 120%.

Total employees: 140 in October 2021 and 187 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.

1. October 2026
   • Added the business name Carverstark.
2. April 2026
   • No longer lists the business name Natchez Wealth Management.
   • Added the business name NWM Capital Advisors.
   • Employees performing advisory functions went from 80 to 86.
   • Regulatory assets under management went from $3,972,449,338 to $4,759,187,483 (+20%).
   • Changed its office addresses in Mooresville, NC.
   • Added an office in Brunswick, GA.
   • No longer lists an office in Loganville, GA.
   • Registered or notice-filed in ID, KS, NV.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.