Ifs Advisors, Llc
- Regulatory AUM
- $214M
- Discretionary
- $214M
- Clients
- 444
- Avg AUM / client
- $482K
- Accounts
- 905
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 314 | $76.0M | 35.5% |
| High net worth individuals | 130 | $138M | 64.5% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Pedro Antonio Martinez | Member/President | Jun 2008 (18y) | 75% or more | |
| Lawrence William Broxterman | Chief Compliance Officer | Oct 2008 (18y) | Less than 5% | |
| Kelly Lynn Stephenson | Chief Operations Officer | Aug 2009 (17y) | Less than 5% | |
| Gregory Joseph Keal | Registered representative | Mar 2009 (17y) | ||
| Tracy Nichole Mc Cormick | Registered representative | Aug 2025 (1y) | ||
| Blake E Workman | Registered representative | Jul 2026 (0y) | ||
| David Gregory Pacer | Registered representative | CFP | Jul 2026 (0y) | |
| Neal Mihir Gudiseva | Registered representative | CFP | Jul 2026 (0y) | |
| Vanessa Ann Taylor | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Fidelity Brokerage Services $201M (94% of AUM) Jul 2026
- Sei Investments Distribution Co. $14.0M (12% of AUM) Nov 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗