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INTERACTIVE FINANCIAL ADVISORS
Legal name: INTERACTIVE FINANCIAL ADVISORS, INC.
CRD 125117File 801-63771
APPROVED
Retail clients
Custody
Filing as of Aug 6, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$240.4M
Below cohort median (national)
Discretionary AUM
$240.4M
Clients
1,307
2,075 accounts
Employees
33
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2005
- Principal office
- 100 BATSON CT., SUITE 104, NEW LENOX, IL, 60451
- Phone
- 630-472-1300
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $240.4M
- Discretionary AUM
- $240.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,075
- Non-discretionary accounts
- 0
- Total accounts
- 2,075
- AUM per client
- $184K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 32 | $52.0M |
| Individuals (other than high net worth individuals) | 1,275 | $188.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- 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 | Change |
|---|---|---|---|---|
| Aug 12, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Employees | 37 | 33 | decreased by4 |
| Apr 1, 2026 | Clients | 2,151 | 1,307 | decreased by844 |
| Apr 1, 2026 | AUM | $337,782,613 | $240,418,188 | decreased by$97,364,425 |
| Apr 1, 2026 | Accounts | 2,858 | 2,075 | decreased by783 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 40 | 37 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,170 | 2,151 | decreased by19 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $321,284,342 | $337,782,613 | increased by$16,498,271 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,067 | 2,858 | decreased by209 |
| Apr 1, 2022 | Employees | 52 | 40 | decreased by12 |
| Apr 1, 2022 | Clients | 3,049 | 2,170 | decreased by879 |
| Apr 1, 2022 | AUM | $279,908,294 | $321,284,342 | increased by$41,376,048 |
| Apr 1, 2022 | Accounts | 3,049 | 3,067 | increased by18 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INTERACTIVE FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INTERACTIVE FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.