IPSEN ADVISOR GROUP

Legal name: IPSEN ADVISOR GROUP LLC

CRD 318010File 801-123145

APPROVED

Retail clients

Custody

Filing as of Mar 16, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$236.1M

Below cohort median (national)

Discretionary AUM

$222.5M

Non-discretionary $13.6M

Clients

337

1,003 accounts

Employees

Below cohort median in AR

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Feb 2, 2022
Principal office: 1701 CENTERVIEW DRIVE, SUITE 121, LITTLE ROCK, AR, 72211
Phone: (501) 614-4700
Website: https://ipsenadvisorgroup.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $236.1M
Discretionary AUM: $222.5M
Non-discretionary AUM: $13.6M
Discretionary accounts: 910
Non-discretionary accounts: 93
Total accounts: 1,003
AUM per client: $701K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$4.9M
High net worth individuals	47	$126.1M
Pension and profit sharing plans	Fewer than 5	$4.6M
Individuals (other than high net worth individuals)	290	$100.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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: 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 11

This 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.