SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
IFC Advisors LLC
Los Angeles, CA
CRD 332157
Firm filing updated March 30, 2026 ·
- $2.3BAssets
- 393Clients
- 9Advisory staff
- 2,054Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals270
- Individuals74
- Corporations or other businesses21
- Pension and profit sharing plans15
- Charities13
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 74 | $15.1 million |
| High net worth individuals | 270 | $2.1 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 15 | $26.5 million |
| Charitable organizations | 13 | $154.2 million |
| Corporations or other businesses not listed above | 21 | $69.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
See all 5 services
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$2.3 billion
- Accounts2,054
- Discretionary$1.8 billion · 967 accounts
- Non-discretionary$586.5 million · 1,087 accounts
People
- Employees18
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 332157, SEC file 801-130735.
- Registered with the SEC as an investment advisor (status date on record: July 24, 2024).
Is IFC Advisors LLC a fiduciary?
Short answer: IFC Advisors LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.