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ICOM ADVISORS, LLC
CRD 156386File 801-134007
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$150.2M
Bottom 25% of cohort (national)
Discretionary AUM
$150.0M
Non-discretionary $160K
Clients
423
269 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jul 25, 2025
- Principal office
- Not reported
- Phone
- 985-373-3504
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $150.2M
- Discretionary AUM
- $150.0M
- Non-discretionary AUM
- $160K
- Discretionary accounts
- 257
- Non-discretionary accounts
- 12
- Total accounts
- 269
- AUM per client
- $355K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 81 | $138.9M |
| Individuals (other than high net worth individuals) | 342 | $11.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — NEGOTIABLE FEES
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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.