# Interactive Financial Advisors

> Interactive Financial Advisors is an SEC-registered investment advisory firm in New Lenox, IL, registered since 2005, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 6, 2026.

- CRD: 125117
- Filed as: INTERACTIVE FINANCIAL ADVISORS
- Legal name: Interactive Financial Advisors, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Lenox, IL
- Filing period: October 2026
- Form ADV filing dated: August 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125117
- AdvisorCensus page: https://advisorcensus.com/firm/interactive-financial-advisors-new-lenox-il-125117

## Quick answers

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

**Where is Interactive Financial Advisors located?**
Interactive Financial Advisors' principal office is in New Lenox, IL, according to its Form ADV; the September 2026 filing also lists 12 other offices (Schedule D, Section 1.F).

**Is Interactive Financial Advisors registered with the SEC or a state?**
Interactive Financial Advisors is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 125117.

**How much does Interactive Financial Advisors manage?**
Interactive Financial Advisors reports $240,418,188 in regulatory assets under management in its Form ADV filing dated August 6, 2026 (100% discretionary).

**How have Interactive Financial Advisors' assets and staff changed since 2021?**
In the Form ADV data for Interactive Financial Advisors: Regulatory assets under management: $279,908,294 in the October 2021 data and $240,418,188 in the October 2026 data, down 14%. Total employees: 52 in October 2021 and 33 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Interactive Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,275); high net worth individuals (32).

**Which custodians does Interactive Financial Advisors use?**
Interactive Financial Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Interactive Financial Advisors 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/125117

**What changed in Interactive Financial Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 37 to 33. Regulatory assets under management went from $337,782,613 to $240,418,188 (-29%). No longer lists an office in Apple Valley, CA. Registered or notice-filed in MO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing 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: $240,418,188
- Discretionary: $240,418,188
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,275 | $188,454,716 |
| High net worth individuals | 32 | $51,963,472 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 33 total, 33 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, LA, MD, MI, MN, MO, MT, NC, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Bloomington, IL
- Chandler, AZ
- Great Falls, MT
- Jacksonville, FL
- Manassas, VA
- Newington, CT
- Newport News, VA
- Onalaska, WI
- Pahrump, NV
- Salt Lake City, UT
- Warrenton, VA
- Winchester, VA

### Websites listed on Form ADV (Item 1.I)
- interactivefinancialadvisors.com
- someonewhocares.com
- LinkedIn @interactive-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $279,908,294 | 52 | August 30, 2021 |
| October 2022 | $321,284,342 | 40 | September 6, 2022 |
| October 2023 | $278,271,719 | 37 | May 31, 2023 |
| October 2024 | $284,940,831 | 36 | May 14, 2024 |
| October 2025 | $337,782,613 | 37 | April 30, 2025 |
| October 2026 | $240,418,188 | 33 | August 6, 2026 |

Regulatory assets under management: $279,908,294 in the October 2021 data and $240,418,188 in the October 2026 data, down 14%.
Total employees: 52 in October 2021 and 33 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 37 to 33.
- Regulatory assets under management went from $337,782,613 to $240,418,188 (-29%).
- No longer lists an office in Apple Valley, CA.
- Registered or notice-filed in MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Interactive Financial Advisors (CRD 125117): Form ADV filing data as of October 2026.