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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 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 |
|---|---|---|---|
| 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.

