{
  "crd_number": 125880,
  "slug": "interstate-financial-group-inc-mt-kisco-ny-125880",
  "primary_business_name": "INTERSTATE FINANCIAL GROUP, INC.",
  "legal_name": "INTERSTATE FINANCIAL GROUP, INC.",
  "dbas": [],
  "city": "Mt. Kisco",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1989-11-13",
  "years_registered": 36,
  "period": "2026-10-01",
  "filing_date": "2018-05-07",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 7,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "NY"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/125880",
  "disclosure_items": [
    {
      "item": "11.H(1)(a)",
      "question": "In the past ten years, has a domestic or foreign court issued an injunction against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "MT. KISCO",
  "url": "https://advisorcensus.com/firm/interstate-financial-group-inc-mt-kisco-ny-125880",
  "display_name": "Interstate Financial Group, Inc.",
  "summary": "Interstate Financial Group, Inc. is a state-registered investment advisory firm in Mt. Kisco, NY, registered since 1989, with no regulatory assets under management reported in its Form ADV filing dated May 7, 2018.",
  "citation": "AdvisorCensus. Interstate Financial Group, Inc. (CRD 125880): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Interstate Financial Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Interstate Financial Group, Inc. reports these compensation arrangements: fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Interstate Financial Group, Inc. located?",
      "a": "Interstate Financial Group, Inc.'s principal office is in Mt. Kisco, NY, according to its Form ADV."
    },
    {
      "q": "Is Interstate Financial Group, Inc. registered with the SEC or a state?",
      "a": "Interstate Financial Group, Inc. is a state-registered investment advisory firm, registered since 1989. Status as filed: APPROVED. CRD 125880."
    },
    {
      "q": "Does Interstate Financial Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(1)(a) (court injunction in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125880"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/interstate-financial-group-inc-mt-kisco-ny-125880.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/125880",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}