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ILS ADVISORY SERVICES, LLC

NASHVILLE, TN · CRD 333054 · IAPD ↗ · 804-399-0344

$1.58BRegulatory AUM
6Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

58
December 2025 — ILS ADVISORY SERVICES, LLC reported RAUM up 40% ($1.19B -> $1.67B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
March 2025 — ILS ADVISORY SERVICES, LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
November 2024 — ILS ADVISORY SERVICES, LLC (NASHVILLE, TN) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.