# Independent Outlook Group, Inc.

> Independent Outlook Group, Inc. is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 13, 2026.

- CRD: 298584
- Filed as: INDEPENDENT OUTLOOK GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Vermont
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/298584
- AdvisorCensus page: https://advisorcensus.com/firm/independent-outlook-group-inc-298584

## Quick answers

**How is Independent Outlook Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Independent Outlook Group, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Is Independent Outlook Group, Inc. registered with the SEC or a state?**
Independent Outlook Group, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 298584.

**Does Independent Outlook Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298584

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ioginc.com
- LinkedIn @thomas-cree-6742753

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Independent Outlook Group, Inc. (CRD 298584): Form ADV filing data as of October 2026.