# Independent Family Office, LLC

> Independent Family Office, LLC is an SEC-registered investment advisory firm in Albany, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 144811
- Filed as: INDEPENDENT FAMILY OFFICE, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Albany, NY
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144811
- AdvisorCensus page: https://advisorcensus.com/firm/independent-family-office-llc-albany-ny-144811

## Quick answers

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

**How much does Independent Family Office, LLC charge?**
Its Form ADV Part 2A brochure dated April 21, 2026 states: Asset-based fee: 0.2% to 0.75% a year (a range, as the brochure states it); Flat fee: $1,149,105 a year (financial planning, income tax preparation, bill paying services, and…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Independent Family Office, LLC located?**
Independent Family Office, LLC's principal office is in Albany, NY, according to its Form ADV.

**Is Independent Family Office, LLC registered with the SEC or a state?**
Independent Family Office, LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 144811.

**How much does Independent Family Office, LLC manage?**
Independent Family Office, LLC reports $760,100,086 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (100% discretionary).

**How have Independent Family Office, LLC's assets and staff changed since 2021?**
In the Form ADV data for Independent Family Office, LLC: Regulatory assets under management: $492,084,143 in the October 2021 data and $760,100,086 in the October 2026 data, up 54%. Total employees: 15 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Independent Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (43).

**Which custodians does Independent Family Office, LLC use?**
Independent Family Office, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Independent Family Office, 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/144811

**Does Independent Family Office, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 21, 2026 says: "IFO does not require a minimum account for investment supervisory services."

**What changed in Independent Family Office, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $617,830,484 to $760,100,086 (+23%).

## 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 April 21, 2026)

- Asset-based fee: 0.2% to 0.75% a year (a range, as the brochure states it)

> Fees for investment supervisory services are based on assets under management, at an annual rate ranging between 0.20% to 0.75%, billed quarterly in arrears.

- Account minimum: None

> IFO does not require a minimum account for investment supervisory services.

- Flat fee: $1,149,105 a year (financial planning, income tax preparation, bill paying services, and…)

> Fees are charged on an annual fixed retainer basis, at an annual fixed fee of up to $1,149,105 needs to be updated billed quarterly in advance.

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

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services 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: $760,100,086
- Discretionary: $760,071,506
- Non-discretionary: $28,580

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 43 | $760,100,086 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 19 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ifollc.com](https://ifollc.com)
- LinkedIn @independent-family-office-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $492,084,143 | 15 | March 21, 2021 |
| October 2022 | $508,162,463 | 13 | June 7, 2022 |
| October 2023 | $525,800,009 | 13 | March 2, 2023 |
| October 2024 | $556,353,136 | 15 | March 7, 2024 |
| October 2025 | $617,830,484 | 18 | March 31, 2025 |
| October 2026 | $760,100,086 | 19 | April 21, 2026 |

Regulatory assets under management: $492,084,143 in the October 2021 data and $760,100,086 in the October 2026 data, up 54%.
Total employees: 15 in October 2021 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $617,830,484 to $760,100,086 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Independent Family Office, LLC (CRD 144811): Form ADV filing data as of October 2026.