# Ikalon Advisors LLC

> Ikalon Advisors LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 332654
- Filed as: IKALON ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332654
- AdvisorCensus page: https://advisorcensus.com/firm/ikalon-advisors-llc-miami-fl-332654

## Quick answers

**How is Ikalon Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ikalon Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Ikalon Advisors LLC located?**
Ikalon Advisors LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Ikalon Advisors LLC registered with the SEC or a state?**
Ikalon Advisors LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332654.

**How much does Ikalon Advisors LLC manage?**
Ikalon Advisors LLC reports $442,106,381 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (0% discretionary).

**Which custodians does Ikalon Advisors LLC use?**
Ikalon Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Goldman Sachs & Co. LLC, J.P. Morgan Securities Inc. and Morgan Stanley as custodians holding 10% or more of its separately managed account assets.

**Does Ikalon Advisors 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/332654

**Does Ikalon Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 6, 2026 says: "The minimum investment suggested for a managed account is $1,000,000. However, Ikalon Advisors has the discretion to accept investments for lesser amounts."

**What changed in Ikalon Advisors LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $0 to $442,106,381.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated August 6, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum investment suggested for a managed account is $1,000,000. However, Ikalon Advisors has the discretion to accept investments for lesser amounts.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Goldman Sachs & Co. LLC
- J.P. Morgan Securities Inc.
- Morgan Stanley

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: $442,106,381
- Discretionary: $0
- Non-discretionary: $442,106,381

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Corporations or other businesses not listed above | Fewer than 5 | $442,106,381 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $0 to $442,106,381.

### May 2026
- Newly registered with the SEC.

### April 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ikalon Advisors LLC (CRD 332654): Form ADV filing data as of October 2026.