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IFC ADVISORS LLC

LOS ANGELES, CA · CRD 332157 · IAPD ↗ · ifcadvisors.com · 310-596-1250

$2.34BRegulatory AUM
9Advisory reps
18Employees
0Clients
101-250Planning clients
3Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2026 — IFC ADVISORS LLC grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2025 — IFC ADVISORS LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2025 — IFC ADVISORS LLC now reports 1 private fund(s) ($4.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
55
December 2024 — IFC ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
December 2024 — IFC ADVISORS LLC notice-filed in AZ, CO, FL, LA, NE, NV, NY, SC, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
December 2024 — IFC ADVISORS LLC now reports custody of client assets ($31.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
75
December 2024 — IFC ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — IFC ADVISORS LLC (LOS ANGELES, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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

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