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IFAM CAPITAL

FORT COLLINS, CO · CRD 175084 · IAPD ↗ · 970-530-5021

$1.71BRegulatory AUM
6Advisory reps
13Employees
0Clients
251-500Planning clients
0Private funds
24States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
October 2024 — IFAM CAPITAL (FORT COLLINS, CO) left the SEC roster (was $1.71B RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — IFAM CAPITAL notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — IFAM CAPITAL added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.