# IFG Advisory, LLC

> 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.

- CRD: 168012
- Filed as: IFG ADVISORY, LLC
- 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)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/168012
- AdvisorCensus page: https://advisorcensus.com/firm/ifg-advisory-llc-atlanta-ga-168012

## Quick answers

**How is IFG Advisory, LLC compensated?**
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).

**Where is IFG Advisory, LLC located?**
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).

**Is IFG Advisory, LLC registered with the SEC or a state?**
IFG Advisory, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 168012.

**How much does IFG Advisory, LLC manage?**
IFG Advisory, LLC reports $4,759,187,483 in regulatory assets under management in its Form ADV filing dated September 14, 2026 (94% discretionary).

**How have IFG Advisory, LLC's assets and staff changed since 2021?**
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.

**What types of clients does IFG Advisory, LLC serve?**
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).

**Which custodians does IFG Advisory, LLC use?**
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.

**Does IFG Advisory, LLC 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/168012

**What changed in IFG Advisory, LLC's recent Form ADV filings?**
In the October 2026 filing data: Added the business name Carverstark.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $4,759,187,483
- Discretionary: $4,485,583,999
- Non-discretionary: $273,603,484

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5,482 | $1,053,274,918 |
| High net worth individuals | 3,556 | $3,524,627,642 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 78 | $62,125,080 |
| Charitable organizations | 29 | $40,086,873 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 57 | $79,072,970 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 187 total, 86 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CT, DC, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Alpharetta, GA
- Athens, GA
- Atlanta, GA
- Blairsville, GA
- Brunswick, GA
- Cartersville, GA
- Clayton, MO
- Colombus, MS
- Fayetteville, GA
- Gainesville, GA
- Goldsboro, NC
- Huntsville, AL
- McDonough, GA
- Milledgeville, GA
- Mooresville, NC
- Natchez, MS
- Port Charlotte, FL
- Port St. Lucie, FL
- Raleigh, NC
- Rome, NY
- Roswell, GA
- St. Augustine, FL
- Sunrise, FL

### Websites listed on Form ADV (Item 1.I)
- bluhawkwealth.com/financial-planning-davidson-nc
- carver-capital.com
- castaheadwm.com
- clearbluewealth.com
- collinswealthgoldsboro.com
- cpcllp.com
- ferofinancial.com
- fsgplanners.com
- fwfinancialgroup.com
- garyalpert.com
- goldenislesfinancial.com
- guntherwealth.com
- healywealth.com
- healywealthmanagement.com
- highlandswealthgroup.com
- highlandtrustpartners.com
- ifpplans.com
- integrated-financial-group.com
- iwmgroup.com
- lineawealth.com
- madisonfa.com
- marathonfinancialstrategies.com
- mfgplanning.com
- morrisshankwealthmanagement.com
- nidafinancialgroup.com
- nwmcapitaladvisors.com
- oaktreefinancialservices.com
- sglwm.com
- starkfinancial.com
- tarrantfinancial.com
- tempdavis.com
- theanchorfg.com
- thebraintrust.net
- thompsonbakerfinancial.com
- timetothinkdifferently.com
- wealthhorizoninc.com
- whbwealth.com
- Facebook @BrettBringuelWealthAdvisor
- Facebook @CPCLLP
- Facebook @CarverCapital
- Facebook @FSGPLANNERS
- Facebook @FinancialBrainTrust
- Facebook @IWMGRP
- Facebook @IntegratedFinancialGroupHiawasseeGeorgia
- Facebook @LINEAPRIVATEWEALTHMANAGEMENT
- Facebook @MADISONFINANCIALANDASSOCIATES
- Facebook @MarathonFinancialStrategies
- Facebook @NATCHEZWEALTHMANAGEMENTLLC
- Facebook @NIDAFINANCIALGROUP
- Facebook @OakTreeFinancialServicesLlc
- Facebook @ReachYourIdealView
- Facebook @WEALTHHORIZON
- Facebook @clearbluewealth
- Facebook @definepriority
- Facebook @fwfinancialgroup
- Facebook @goldenislesfinancialadvisors
- Facebook @mfgplanning
- Facebook @miketarrantcfp
- Facebook facebook.com
- Facebook @rebekahjfero
- Facebook @sglwealthmanagement
- Facebook @theanchorfg
- Facebook @whb.wealthmanagement
- Instagram @castaheadwm
- Instagram @marathonfinancialstrategies
- Instagram @plambwealth
- LinkedIn @79929804
- LinkedIn @cast-ahead-wealth-management
- LinkedIn @clear-blue-wealth
- LinkedIn @financial-strategies-group-inc
- LinkedIn @franklin-watkins-financial-group
- LinkedIn @healy-wealth-management-llc
- LinkedIn @highland-trust-partners-llc
- LinkedIn @highlandswealthgroup
- LinkedIn @iwmgroup
- LinkedIn @linea-private-wealth-management-llc
- LinkedIn @madisonfa
- LinkedIn @marathon-financial-strategies
- LinkedIn @sglwm
- LinkedIn @stronggaddylee
- LinkedIn @temp-davis-at-integrated-financial-partners
- LinkedIn @the-anchor-financial-group
- LinkedIn @wealth-horizon-inc
- LinkedIn @alan-bratic-cfp-924861b
- LinkedIn @bradwilliamssc
- LinkedIn @brettbringuel
- LinkedIn @brianmoodycpa
- LinkedIn @darrinbearden
- LinkedIn @donpatrick
- LinkedIn @evan-bethards
- LinkedIn @garyalpert
- LinkedIn @geraldcraigcfp
- LinkedIn @jerrihewettmiller
- LinkedIn @johnfranklincfptm
- LinkedIn @josephgunthercfp
- LinkedIn @melissa-ekeberg-aif®-2a1984a3
- LinkedIn @miketarrantcfp
- LinkedIn @morrisshank
- LinkedIn @plambwealthmgmt
- LinkedIn @rebekahjfero
- LinkedIn @richcarver
- LinkedIn @robert-day
- LinkedIn @ronniemoody
- LinkedIn @sabrinaproano
- LinkedIn @starkfinancial
- LinkedIn @tripp-mullen-cfp®-4210216
- LinkedIn @weslittlejohn
- X @4CarverCapital
- X @HewettJerri
- X @IWMGroup
- X @TempDavis
- X @theanchorfg
- X @HighlandTrust
- X @dpatrickmba
- YouTube @garyalpertfinancialstrategies
- YouTube @rebekahfero-ferofinancial341
- YouTube @UC8j8lh86ld_MAv9R6rqTEuQ
- YouTube @FSGPlanners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,159,825,504 | 140 | July 29, 2021 |
| October 2022 | $2,691,761,074 | 145 | August 1, 2022 |
| October 2023 | $2,532,642,170 | 150 | August 2, 2023 |
| October 2024 | $3,252,393,060 | 161 | April 15, 2024 |
| October 2025 | $3,972,449,338 | 177 | March 25, 2025 |
| October 2026 | $4,759,187,483 | 187 | September 14, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Added the business name Carverstark.

### 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IFG Advisory, LLC (CRD 168012): Form ADV filing data as of October 2026.