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IH2 ADVISORS & COMPANY

WILMINGTON, DE · CRD 325788 · IAPD ↗ · incadense.com · 302-345-6404

$265.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

63
April 2026 — IH2 ADVISORS & COMPANY reported RAUM up 153% ($105.0M -> $265.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
32
January 2026 — IH2 ADVISORS & COMPANY notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
June 2025 — IH2 ADVISORS & COMPANY (WILMINGTON, DE) is newly SEC-registered with $105.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand
50
February 2024 — IH2 ADVISORS & COMPANY (WILMINGTON, DE) left the SEC roster (was $2.5M RAUM, 1 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

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