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INDEPENDENT FAMILY OFFICE, LLC
CRD 144811File 801-74757
APPROVED
Retail clients
Custody
Filing as of Apr 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$760.1M
Above cohort median (national)
Discretionary AUM
$760.1M
Non-discretionary $29K
Clients
43
198 accounts
Employees
19
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 16, 2012
- Principal office
- 677 BROADWAY, 7TH FLOOR, ALBANY, NY, 12207
- Phone
- 518-452-8050
- Website
- https://ifollc.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $760.1M
- Discretionary AUM
- $760.1M
- Non-discretionary AUM
- $29K
- Discretionary accounts
- 197
- Non-discretionary accounts
- 1
- Total accounts
- 198
- AUM per client
- $17.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $760.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other 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
- Yes
- Firm Custody Clients
- Yes
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 18 | 19 | increased by1 |
| Apr 1, 2026 | Clients | 34 | 43 | increased by9 |
| Apr 1, 2026 | AUM | $617,830,484 | $760,100,086 | increased by$142,269,602 |
| Apr 1, 2026 | Accounts | 206 | 198 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 13 | 18 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 21 | 34 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $508,162,463 | $617,830,484 | increased by$109,668,021 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 124 | 206 | increased by82 |
| Apr 1, 2022 | Employees | 15 | 13 | decreased by2 |
| Apr 1, 2022 | Clients | 14 | 21 | increased by7 |
| Apr 1, 2022 | AUM | $492,084,143 | $508,162,463 | increased by$16,078,320 |
| Apr 1, 2022 | Accounts | 120 | 124 | increased by4 |
| 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 “INDEPENDENT FAMILY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INDEPENDENT FAMILY” 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.