# Index Fund Advisors, Inc.

> 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.

- CRD: 109143
- Filed as: INDEX FUND ADVISORS, INC.
- Also doing business as: INVESTING FOR CATHOLICS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Irvine, CA
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109143
- AdvisorCensus page: https://advisorcensus.com/firm/index-fund-advisors-inc-irvine-ca-109143

## Quick answers

**How is Index Fund Advisors, Inc. compensated?**
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).

**Where is Index Fund Advisors, Inc. located?**
Index Fund Advisors, Inc.'s principal office is in Irvine, CA, according to its Form ADV.

**Is Index Fund Advisors, Inc. registered with the SEC or a state?**
Index Fund Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2000. Status as filed: Approved. CRD 109143.

**How much does Index Fund Advisors, Inc. manage?**
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).

**How have Index Fund Advisors, Inc.'s assets and staff changed since 2021?**
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.

**What types of clients does Index Fund Advisors, Inc. serve?**
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).

**Which custodians does Index Fund Advisors, Inc. use?**
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.

**Does Index Fund Advisors, Inc. 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/109143

**Does Index Fund Advisors, Inc. state an account minimum?**
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."

**What changed in Index Fund Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $5,329,171,931 to $5,929,710,382 (+11%).

## 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 March 25, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $5,929,710,382
- Discretionary: $5,929,710,382
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,186 | $890,574,064 |
| High net worth individuals | 909 | $4,353,300,141 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $205,086,878 |
| Charitable organizations | 52 | $480,749,299 |

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

### Firm details
- Registered since: 2000 (26 years)
- Employees: 50 total, 30 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- davidboothinterviews.com
- eugenefamainterviews.com
- galtonboard.com
- gerardoreillyinterviews.com
- harrymarkowitzinterviews.com
- ifa.com
- ifainstitutional.com
- investingforcatholics.com
- kennethfrenchinterviews.com
- linkin.bio/indexfundadvisors
- markhebner.com
- markhebnerinterviews.com
- scottbosworthinterviews.com
- westonwellingtoninterviews.com
- Facebook @IFADOTCOM
- Facebook facebook.com
- Instagram @indexfundadvisors
- LinkedIn @INDEX-FUNDS-ADVISORS-INC-
- LinkedIn @ifa-taxes-llc
- LinkedIn @investing-for-catholics
- X @IFADOTCOM
- X @mark_hebner
- YouTube @INDEXFUNDSADVISORS
- YouTube @CatholicInvesting

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,132,878,908 | 41 | May 6, 2021 |
| October 2022 | $4,937,682,218 | 48 | April 14, 2022 |
| October 2023 | $4,353,562,326 | 50 | April 28, 2023 |
| October 2024 | $4,954,888,558 | 55 | March 27, 2024 |
| October 2025 | $5,329,171,931 | 50 | March 19, 2025 |
| October 2026 | $5,929,710,382 | 50 | March 25, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $5,329,171,931 to $5,929,710,382 (+11%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Index Fund Advisors, Inc. (CRD 109143): Form ADV filing data as of October 2026.