# Ipic, Inc.

> Ipic, Inc. is a state-registered investment advisory firm, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 13, 2024.

- CRD: 116426
- Filed as: IPIC, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Hampshire
- Filing period: October 2026
- Form ADV filing dated: March 13, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/116426
- AdvisorCensus page: https://advisorcensus.com/firm/ipic-inc-116426

## Quick answers

**How is Ipic, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ipic, Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Ipic, Inc. registered with the SEC or a state?**
Ipic, Inc. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 116426.

**How much does Ipic, Inc. manage?**
Ipic, Inc. reports $14,009,500 in regulatory assets under management in its Form ADV filing dated March 13, 2024 (60% discretionary).

**What types of clients does Ipic, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Ipic, 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/116426

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,009,500
- Discretionary: $8,444,000
- Non-discretionary: $5,565,500

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $8,444,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $5,565,500 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1995 (31 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ipicinc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ipic, Inc. (CRD 116426): Form ADV filing data as of October 2026.