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IFG ADVISORY, LLC

CRD 168012File 801-80184
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.76B
Top 25% of cohort (national)
Discretionary AUM
$4.49B
Non-discretionary $273.6M
Clients
9,202
14,619 accounts
Employees
187
Top 25% of cohort in GA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Aug 15, 2014
Principal office
200 ASHFORD CENTER NORTH, SUITE 400, ATLANTA, GA, 30338
Phone
770-353-6400

Assets & accounts

ADV Item 5F
Total regulatory AUM
$4.76B
Discretionary AUM
$4.49B
Non-discretionary AUM
$273.6M
Discretionary accounts
13,721
Non-discretionary accounts
898
Total accounts
14,619
AUM per client
$517K

Clients by type

ADV Item 5D
Client typeClientsAUM
Other57$79.1M
Charitable organizations29$40.1M
High net worth individuals3,556$3.52B
Pension and profit sharing plans78$62.1M
Individuals (other than high net worth individuals)5,482$1.05B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other
  • Publications
  • Financial planning services
  • Selection of other advisers
  • Portfolio management for other
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.