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"https://timetothinkdifferently.com", "https://twitter.com/4CarverCapital", "https://twitter.com/HewettJerri", "https://twitter.com/IWMGroup", "https://twitter.com/TempDavis", "https://twitter.com/theanchorfg", "https://wealthhorizoninc.com", "https://whbwealth.com", "https://x.com/HighlandTrust", "https://x.com/dpatrickmba", "https://youtube.com/@garyalpertfinancialstrategies", "https://youtube.com/@rebekahfero-ferofinancial341/featured", "https://youtube.com/channel/UC8j8lh86ld_MAv9R6rqTEuQ", "https://youtube.com/user/FSGPlanners" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/168012", "city_as_filed": "ATLANTA", "url": "https://advisorcensus.com/firm/ifg-advisory-llc-atlanta-ga-168012", "display_name": "IFG Advisory, LLC", "summary": "IFG Advisory, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 14, 2026.", "citation": "AdvisorCensus. IFG Advisory, LLC (CRD 168012): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Hourly charges", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "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" ], "quick_answers": [ { "q": "How is IFG Advisory, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), IFG Advisory, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)." }, { "q": "How much does IFG Advisory, LLC charge?", "a": "Its Form ADV Part 2A brochure dated March 18, 2026 states: Hourly rate: $500 an hour (financial planning and consulting services); Hourly rate: $175 to $350 an hour (Retirement Account Advisory Services). Fees can differ by service and may be negotiable; the brochure is the complete statement." }, { "q": "Where is IFG Advisory, LLC located?", "a": "IFG Advisory, LLC's principal office is in Atlanta, GA, according to its Form ADV; the October 2026 filing also lists 23 other offices (Schedule D, Section 1.F)." }, { "q": "Is IFG Advisory, LLC registered with the SEC or a state?", "a": "IFG Advisory, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168012." }, { "q": "How much does IFG Advisory, LLC manage?", "a": "IFG Advisory, LLC reports $4,759,187,483 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (94% discretionary)." }, { "q": "How have IFG Advisory, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for IFG Advisory, LLC: 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. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does IFG Advisory, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (5,482); high net worth individuals (3,556); pension and profit sharing plans (but not the plan participants or government pension plans) (78)." }, { "q": "Which custodians does IFG Advisory, LLC use?", "a": "IFG Advisory, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets." }, { "q": "Does IFG Advisory, 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/168012" }, { "q": "What changed in IFG Advisory, LLC's recent Form ADV filings?", "a": "In the October 2026 filing data: Added the business name Carverstark." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 2159825504.0, "total_employees": 140, "filing_date": "2021-07-29" }, { "period": "2022-10-01", "regulatory_assets_under_management": 2691761074.0, "total_employees": 145, "filing_date": "2022-08-01" }, { "period": "2023-10-01", "regulatory_assets_under_management": 2532642170.0, "total_employees": 150, "filing_date": "2023-08-02" }, { "period": "2024-10-01", "regulatory_assets_under_management": 3252393060.0, "total_employees": 161, "filing_date": "2024-04-15" }, { "period": "2025-10-01", "regulatory_assets_under_management": 3972449338.0, "total_employees": 177, "filing_date": "2025-03-25" }, { "period": "2026-10-01", "regulatory_assets_under_management": 4759187483.0, "total_employees": 187, "filing_date": "2026-09-14" } ], "recent_changes": [ { "period": "2026-10-01", "period_label": "October 2026", "notes": [ "Added the business name Carverstark." ] }, { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "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." ] } ], "fees_from_brochure": { "source": "Form ADV Part 2A brochure dated March 18, 2026", "provided_by_the_firm": false, "tiers": [], "flat_rate": null, "stated_range": null, "stated_maximum": null, "account_minimum": null, "account_minimum_may_be_waived": false, "minimum_annual_fee": null, "planning_fees": [ "Hourly rate: $500 an hour (financial planning and consulting services)", "Hourly rate: $175 to $350 an hour (Retirement Account Advisory Services)" ], "figures": [ { "label": "Planning fee", "statements": [ "Hourly rate: $500 an hour (financial planning and consulting services)" ], "quotes": [ "Our hourly fees are generally up to $500 for financial advisors. Flat fees generally range from $1,500 to $10,000." ] }, { "label": "Planning fee", "statements": [ "Hourly rate: $175 to $350 an hour (Retirement Account Advisory Services)" ], "quotes": [ "Our hourly fees range from $175 to $350 for Retirement Account Advisory Services. Flat fees range from $1,500 to $100,000 or can be charged as a percentage of assets within the plan not to exceed 1.0%." ] } ], "values": { "tiers": [], "range_pct": null, "max_pct": null, "account_minimum": null, "minimum_annual_fee": null, "planning": [ { "kind": "hourly", "amount": 500.0, "min": null, "max": null, "period": "hour", "service": "financial planning and consulting services" }, { "kind": "hourly", "amount": null, "min": 175.0, "max": 350.0, "period": "hour", "service": "Retirement Account Advisory Services" } ] }, "quotes": [ "Our hourly fees are generally up to $500 for financial advisors. Flat fees generally range from $1,500 to $10,000.", "Our hourly fees range from $175 to $350 for Retirement Account Advisory Services. Flat fees range from $1,500 to $100,000 or can be charged as a percentage of assets within the plan not to exceed 1.0%." ], "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable." }, "custodians": [ { "name": "LPL Financial LLC", "name_as_filed": "LPL FINANCIAL 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/ifg-advisory-llc-atlanta-ga-168012.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 5482, "fewer_than_5": false, "raum": 1053274918.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 3556, "fewer_than_5": false, "raum": 3524627642.0 }, { "type": "banking_thrift", "label": "Banking or thrift institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "investment_companies", "label": "Investment companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "business_development_companies", "label": "Business development companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "pension_profit_sharing", "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)", "count": 78, "fewer_than_5": false, "raum": 62125080.0 }, { "type": "charitable", "label": "Charitable organizations", "count": 29, "fewer_than_5": false, "raum": 40086873.0 }, { "type": "state_municipal", "label": "State or municipal government entities (including government pension plans)", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "other_investment_advisers", "label": "Other investment advisers", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "insurance_companies", "label": "Insurance companies", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "sovereign_wealth_foreign_official", "label": "Sovereign wealth funds and foreign official institutions", "count": 0, "fewer_than_5": false, "raum": 0.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": 57, "fewer_than_5": false, "raum": 79072970.0 }, { "type": "other", "label": "Other", "count": 0, "fewer_than_5": false, "raum": 0.0 } ], "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/168012", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }