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IBN ASSET MANAGEMENT, LLC
CRD 290114File 801-118749
APPROVED
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$508.2M
Above cohort median (national)
Discretionary AUM
$169.1M
Non-discretionary $339.1M
Clients
12
71 accounts
Employees
6
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 18, 2020
- Principal office
- 463 PENNSFIELD PLACE, SUITE 201, THOUSAND OAKS, CA, 91360
- Phone
- 805-277-4738
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $508.2M
- Discretionary AUM
- $169.1M
- Non-discretionary AUM
- $339.1M
- Discretionary accounts
- 65
- Non-discretionary accounts
- 6
- Total accounts
- 71
- AUM per client
- $42.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 12 | $170.1M |
| State or municipal government entities | Fewer than 5 | $338.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — CONSULTING
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for 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.