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IFG ADVISORY, LLC
CRD 168012File 801-80184
APPROVED
Retail clients
Custody
Filing as of Sep 14, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.SGLWM.COM
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 type | Clients | AUM |
|---|---|---|
| Other | 57 | $79.1M |
| Charitable organizations | 29 | $40.1M |
| High net worth individuals | 3,556 | $3.52B |
| Pension and profit sharing plans | 78 | $62.1M |
| Individuals (other than high net worth individuals) | 5,482 | $1.05B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 177 | 187 | increased by10 |
| Apr 1, 2026 | Clients | 8,640 | 9,202 | increased by562 |
| Apr 1, 2026 | AUM | $3,972,449,338 | $4,759,187,483 | increased by$786,738,145 |
| Apr 1, 2026 | Accounts | 13,464 | 14,619 | increased by1,155 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 145 | 177 | increased by32 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,334 | 8,640 | increased by3,306 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,691,761,074 | $3,972,449,338 | increased by$1,280,688,264 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9,357 | 13,464 | increased by4,107 |
| Apr 1, 2022 | Employees | 140 | 145 | increased by5 |
| Apr 1, 2022 | Clients | 6,289 | 5,334 | decreased by955 |
| Apr 1, 2022 | AUM | $2,159,825,504 | $2,691,761,074 | increased by$531,935,570 |
| Apr 1, 2022 | Accounts | 8,786 | 9,357 | increased by571 |
| 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 “IFG ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IFG ADVISORY” 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.