Wealth manager, wrap-program sponsor · LOS Angeles, CA
IFC Advisors LLC
SEC-registered investment adviser · CRD 332157 · SEC 801-130735
At a glance
IFC Advisors LLC is an SEC-registered investment adviser based in LOS Angeles, California, with $2.3 billion in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 344 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 672nd of 8,915 wealth managers and 3,305th of 17,210 SEC-registered advisers by assets.
Main office 310-596-1250ifcadvisors.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.3B
- Rank among wealth managers
- #672 of 8,915
- Rank among all SEC RIAs
- #3,305 of 17,210
- Rank in California
- #375 of 1,873
- Individual clients
- 344
- High-net-worth clients
- 270
- Accounts
- 2,054
- Discretionary
- 75% of AUM
- Employees
- 18
- Advisory staff
- 9
- Offices
- 2
Owners and executives on its Form ADV
- Craig W ThomasMember/co-Chief Investment Officer
- Marc A. AckermanManaging Member/chief Purpose Officer
- Nhaman PelphreyManaging Member
- Francois D. ViljoenManaging Member/co-Chief Investment Officer
- Dave ColonChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 270 | $2.1B | 89% |
| Charitable organizations | 13 | $154M | 7% |
| Corporations or other businesses | 21 | $69M | 3% |
| Pension and profit sharing plans | 15 | $26M | 1% |
| Individuals | 74 | $15M | <1% |
Private funds
IFC Advisors LLC reports 3 private funds with $10M in gross assets: venture capital funds, real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
IFC Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ifcadvisors.com ↗
AtlasMembers
The full record on IFC Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 1,711 peers of its type and size
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- Owners and executives, with titles and stakes
- 5 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IFC Advisors LLC manage?
IFC Advisors LLC reports $2.3 billion in regulatory assets under management across 2,054 accounts, 75% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is IFC Advisors LLC?
IFC Advisors LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are IFC Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($2.1 billion, 270 clients); charitable organizations ($154 million, 13 clients); corporations or other businesses ($69 million, 21 clients).
Does IFC Advisors LLC manage private funds?
Yes. It reports 3 private funds with $10 million in gross assets, including venture capital funds, real estate funds.
Does IFC Advisors LLC have any disciplinary history?
IFC Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is IFC Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →