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| IFG Advisory LLC
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|
|---|---|
| CRD # | 168012 |
| SEC # | 801-80184 |
| CIK # | 0001728319 |
| AUM | $4.8 B (2026-03-18) |
| Employees | 187 (46% Investors, 44% Brokers) |
| Phone | 770-353-6400 |
| Address | 200 Ashford Center North Atlanta, GA 30338 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Commerce Bancshares Inc /MO/ | 0.0 | ||
| Delek Logistics Partners LP | 0.0 | ||
| MPLX LP | 0.0 | ||
| Brookfield Infrastructure Partners LP | 0.0 | ||
| Western Gas Equity Partners LP | 0.0 | ||
| Energy Transfer Equity LP | 0.0 | ||
| Worthington Industries Inc | 0.0 | ||
| Susser Petroleum Partners LP | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Lehigh Gas Partners LP | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,482 | 1.1 |
| (b) Individuals (high net worth individuals) | 3,556 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 78 | 0.1 |
| (h) Charitable organizations | 29 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 57 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 14,619 | 4.8 |
| By Discretionary | ||
| Discretionary | 13,721 | 4.5 |
| Non-Discretionary | 898 | 0.3 |
| Total | 14,619 | 4.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.8 | |
| Total | 14,619 | 4.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001728319] |
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|---|---|---|
|
Meridian Wealth Management LLC
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|
KY | 5.0 |
|
Southstate Private Capital Management LLC
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|
SC | 5.0 |
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FiduciaryVest LLC
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The Ascent Group LLC
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GWN Securities Inc
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Moreton Asset Management LLC
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UT | 4.7 |
|
Capital Asset Advisory Services LLC
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MI | 4.6 |
|
Baker Tilly Wealth Management LLC
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WI | 4.6 |
|
BTC Capital Management Inc
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IA | 4.6 |