IFC ADVISORS LLC

CRD 332157File 801-130735

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.34B

Top 25% of cohort (national)

Discretionary AUM

$1.76B

Non-discretionary $586.5M

Clients

393

2,054 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jul 24, 2024
Principal office: 11601 WILSHIRE BLVD, SUITE 1725, LOS ANGELES, CA, 90025
Phone: 310-596-1250
Website: https://www.ifcadvisors.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.34B
Discretionary AUM: $1.76B
Non-discretionary AUM: $586.5M
Discretionary accounts: 967
Non-discretionary accounts: 1,087
Total accounts: 2,054
AUM per client: $6.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	21	$69.4M
Charitable organizations	13	$154.2M
High net worth individuals	270	$2.08B
Pension and profit sharing plans	15	$26.5M
Individuals (other than high net worth individuals)	74	$15.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

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.