# Island Financial Advisors

> Island Financial Advisors is a state-registered investment advisory firm in Toms River, NJ, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 311662
- Filed as: ISLAND FINANCIAL ADVISORS
- Legal name: Island Financial Advisors, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Toms River, NJ
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311662
- AdvisorCensus page: https://advisorcensus.com/firm/island-financial-advisors-toms-river-nj-311662

## Quick answers

**How is Island Financial Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Island Financial Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Island Financial Advisors located?**
Island Financial Advisors' principal office is in Toms River, NJ, according to its Form ADV.

**Is Island Financial Advisors registered with the SEC or a state?**
Island Financial Advisors is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311662.

**How much does Island Financial Advisors manage?**
Island Financial Advisors reports $80,803,176 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Island Financial Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (372); high net worth individuals (19).

**Does Island 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311662

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $80,803,176
- Discretionary: $80,803,176
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 372 | $51,831,176 |
| High net worth individuals | 19 | $28,972,000 |
| 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)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2020 (5 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [islandfinancialadvisors.com](https://islandfinancialadvisors.com)
- Facebook @IslandFinancialAdvisorsNJ
- X @IslandFinA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Island Financial Advisors (CRD 311662): Form ADV filing data as of October 2026.