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IH2 ADVISORS & COMPANY

CRD 325788File 801-132804
APPROVED
Filing as of Apr 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$265.3M
Below cohort median (national)
Discretionary AUM
$0
Non-discretionary $265.3M
Clients
3
21 accounts
Employees
3
Below cohort median in DE

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
PLRO
Registration date
May 16, 2025
Principal office
112 SOUTH FRENCH STREET, WILMINGTON, DE, 19801
Phone
302-345-6404

Assets & accounts

ADV Item 5F
Total regulatory AUM
$265.3M
Discretionary AUM
$0
Non-discretionary AUM
$265.3M
Discretionary accounts
0
Non-discretionary accounts
21
Total accounts
21
AUM per client
$88.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Other investment advisersFewer than 5$265.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described) — ADVISORY PLATFORM FEES
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities

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 11

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

Filed changes

DateFieldFromToChange
May 1, 2026Clients63decreased by3
May 1, 2026Accounts1921increased by2
Apr 1, 2026Employees23increased by1
Apr 1, 2026Clients16increased by5
Apr 1, 2026AUM$105,000,000$265,318,418increased by$160,318,418
Apr 1, 2026Accounts119increased by18
Dec 1, 2025Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “IH2 ADVISORS” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IH2 ADVISORS” 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.