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ICON ADVISERS, INC.
CRD 108268File 801-38868
APPROVED
Retail clients
Filing as of May 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$875.9M
Above cohort median (national)
Discretionary AUM
$875.9M
Clients
297
297 accounts
Employees
14
Above cohort median in CO
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- May 17, 1991
- Principal office
- 8480 E ORCHARD ROAD, SUITE 1200, GREENWOOD VILLAGE, CO, 80111
- Phone
- 303-790-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $875.9M
- Discretionary AUM
- $875.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 297
- Non-discretionary accounts
- 0
- Total accounts
- 297
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 7 | $783.2M |
| High net worth individuals | 7 | $89.1M |
| Individuals (other than high net worth individuals) | 283 | $3.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ASSET-BASED FEE FROM MODEL-ONLY RECIPIENTS
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.