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.
Ifg Advisory, LLC
Atlanta, GA
CRD 168012
Firm filing updated September 14, 2026 ·
- $4.8BAssets
- 9,202Clients
- 86Advisory staff
- 14,619Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals5,482
- High net worth individuals3,556
- Pension and profit sharing plans78
- Corporations or other businesses57
- Charities29
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 5,482 | $1.1 billion |
| High net worth individuals | 3,556 | $3.5 billion |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 78 | $62.1 million |
| Charitable organizations | 29 | $40.1 million |
| Corporations or other businesses not listed above | 57 | $79.1 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
- Pension consulting services
See all 6 services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$4.8 billion
- Accounts14,619
- Discretionary$4.5 billion · 13,721 accounts
- Non-discretionary$273.6 million · 898 accounts
People
- Employees187
- Advisory staff86
- Broker-dealer reps83
- Licensed insurance agents75
- Planning clients3,000
Advisors
64 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 168012, SEC file 801-80184.
- Registered with the SEC as an investment advisor (status date on record: August 15, 2014).
Is Ifg Advisory, LLC a fiduciary?
Short answer: Ifg Advisory, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 83 staff are broker-dealer representatives and the firm is itself a registered representative of a broker-dealer. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
75 staff are licensed insurance agents and the firm has a related insurance company or agency.
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.