RIA Intel›Advisers›Georgia›IFG ADVISORY, LLC

IFG ADVISORY, LLC

Advisory

N·ATLANTA, GA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM

$4.8B

1-Year AUM Growth

+22.1%

3-Year CAGR

+13.8%

Employees

86

Assets Under Management

Total AUM$4.8B

Discretionary AUM$4.5B

Non-Discretionary AUM$274M

Discretionary %94.3%

Total Clients8,640

Team

Total Employees86

Investment Advisers187

Employee Growth (1Y)+6.7%

Filing History

Total Filings on Record73

First FilingAug 1, 2014

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 73 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IFG ADVISORY, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.