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INDEPENDENT FINANCIAL GROUP, LLC
CRD 7717File 801-62667
APPROVED
Retail clients
Disclosure events
Filing as of Mar 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$12.93B
Top 10% of cohort (national)
Discretionary AUM
$12.72B
Non-discretionary $204.9M
Clients
26,635
54,951 accounts
Employees
624
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 30, 2004
- Principal office
- 12671 HIGH BLUFF DR, SUITE 200, SAN DIEGO, CA, 92130
- Phone
- 858-436-3180
- Website
- HTTPS://WWW.IFGSD.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.93B
- Discretionary AUM
- $12.72B
- Non-discretionary AUM
- $204.9M
- Discretionary accounts
- 54,510
- Non-discretionary accounts
- 441
- Total accounts
- 54,951
- AUM per client
- $485K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 307 | $321.0M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $0 |
| Charitable organizations | 85 | $71.0M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 2,438 | $5.16B |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | 347 | $247.8M |
| State or municipal government entities | Fewer than 5 | $0 |
| Individuals (other than high net worth individuals) | 23,458 | $7.12B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small 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 11- Q11
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
- Q11E4
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.