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ICR PARTNERS

NASHVILLLE, TN · CRD 304689 · IAPD ↗ · (817) 854-3253

$798.7MRegulatory AUM
1Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

35
June 2026 — ICR PARTNERS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — ICR PARTNERS crossed $500M in regulatory AUM ($479.8M -> $798.7M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
43
April 2025 — ICR PARTNERS shrank from 3 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — ICR PARTNERS reported RAUM up 113% ($224.9M -> $479.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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