{
  "crd_number": 109143,
  "slug": "index-fund-advisors-inc-irvine-ca-109143",
  "primary_business_name": "INDEX FUND ADVISORS, INC.",
  "legal_name": "INDEX FUND ADVISORS, INC.",
  "dbas": [
    "INVESTING FOR CATHOLICS"
  ],
  "city": "Irvine",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2000-09-28",
  "years_registered": 26,
  "period": "2026-10-01",
  "filing_date": "2026-03-25",
  "carried_forward": false,
  "raum_total": 5929710382.0,
  "raum_discretionary": 5929710382.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 50,
  "advisory_employees": 30,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 480749299.0,
      "count": 52
    },
    "individuals": {
      "raum": 890574064.0,
      "count": 1186
    },
    "pension_profit_sharing": {
      "raum": 205086878.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 4353300141.0,
      "count": 909
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://davidboothinterviews.com",
    "https://eugenefamainterviews.com",
    "https://facebook.com/IFADOTCOM",
    "https://facebook.com/profile.php?id=100063487446260",
    "https://galtonboard.com",
    "https://gerardoreillyinterviews.com",
    "https://harrymarkowitzinterviews.com",
    "https://ifa.com",
    "https://ifainstitutional.com",
    "https://instagram.com/indexfundadvisors",
    "https://investingforcatholics.com",
    "https://kennethfrenchinterviews.com",
    "https://linkedin.com/COMPANY/INDEX-FUNDS-ADVISORS-INC-",
    "https://linkedin.com/company/ifa-taxes-llc",
    "https://linkedin.com/company/investing-for-catholics",
    "https://linkin.bio/indexfundadvisors",
    "https://markhebner.com",
    "https://markhebnerinterviews.com",
    "https://scottbosworthinterviews.com",
    "https://westonwellingtoninterviews.com",
    "https://x.com/IFADOTCOM",
    "https://x.com/mark_hebner",
    "https://youtube.com/USER/INDEXFUNDSADVISORS",
    "https://youtube.com/user/CatholicInvesting"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/109143",
  "city_as_filed": "IRVINE",
  "url": "https://advisorcensus.com/firm/index-fund-advisors-inc-irvine-ca-109143",
  "display_name": "Index Fund Advisors, Inc.",
  "summary": "Index Fund Advisors, Inc. is an SEC-registered investment advisory firm in Irvine, CA, registered since 2000, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 25, 2026.",
  "citation": "AdvisorCensus. Index Fund Advisors, Inc. (CRD 109143): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Index Fund Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Index Fund Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Index Fund Advisors, Inc. located?",
      "a": "Index Fund Advisors, Inc.'s principal office is in Irvine, CA, according to its Form ADV."
    },
    {
      "q": "Is Index Fund Advisors, Inc. registered with the SEC or a state?",
      "a": "Index Fund Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109143."
    },
    {
      "q": "How much does Index Fund Advisors, Inc. manage?",
      "a": "Index Fund Advisors, Inc. reports $5,929,710,382 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary)."
    },
    {
      "q": "How have Index Fund Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Index Fund Advisors, Inc.: Regulatory assets under management: $4,132,878,908 in the October 2021 data and $5,929,710,382 in the October 2026 data, up 43%. Total employees: 41 in October 2021 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Index Fund Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,186); high net worth individuals (909); charitable organizations (52)."
    },
    {
      "q": "Which custodians does Index Fund Advisors, Inc. use?",
      "a": "Index Fund Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Index Fund Advisors, Inc. 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/109143"
    },
    {
      "q": "Does Index Fund Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 25, 2026 says: \"In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Index Fund Advisors, Inc.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $5,329,171,931 to $5,929,710,382 (+11%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 4132878908.0,
      "total_employees": 41,
      "filing_date": "2021-05-06"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 4937682218.0,
      "total_employees": 48,
      "filing_date": "2022-04-14"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 4353562326.0,
      "total_employees": 50,
      "filing_date": "2023-04-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 4954888558.0,
      "total_employees": 55,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 5329171931.0,
      "total_employees": 50,
      "filing_date": "2025-03-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 5929710382.0,
      "total_employees": 50,
      "filing_date": "2026-03-25"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $5,329,171,931 to $5,929,710,382 (+11%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 25, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum of $100,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/index-fund-advisors-inc-irvine-ca-109143.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1186,
      "fewer_than_5": false,
      "raum": 890574064.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 909,
      "fewer_than_5": false,
      "raum": 4353300141.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "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": 12,
      "fewer_than_5": false,
      "raum": 205086878.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 52,
      "fewer_than_5": false,
      "raum": 480749299.0
    }
  ],
  "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/109143",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}