Israel Investment Advisors, Llc
- Regulatory AUM
- $96.3M
- Discretionary
- $96.3M
- Clients
- 5
- Avg AUM / client
- $19.3M
- Accounts
- 8
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $4.5M | 4.71% |
| Pooled investment vehicles (non-investment companies) | 1 | $83.4M | 86.6% |
| Charitable organizations | 3 | $8.3M | 8.66% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $31.0M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Israel Investment Fund, L.P. | Hedge Fund | Delaware | $31.0M | 68 |
People (26)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Jay Friedman | President | CFA | Jan 1999 (28y) | 25% – 50% of Ghp Investment Advisors, Inc. (indirect) |
| Andrew Michael Kark | Principal | CFP Personal Financial Specialist | May 2010 (16y) | 10% – 25% |
| Sebrina Chriselda Ivey | Chief Compliance Officer | Personal Financial Specialist | Jan 2021 (6y) | Less than 5% |
| Ernesto Montes | Registered representative | CFP | Nov 2019 (7y) | |
| Amy Kaufman | Registered representative | Jul 2020 (6y) | ||
| Carin Dawn Wagner | Registered representative | CFP | Jan 2021 (6y) | |
| Michael Thomas Sullivan | Registered representative | CFP | Jan 2021 (6y) | |
| Barbara Elizabeth Terrazas | Registered representative | Jan 2021 (6y) | ||
| Deirdre Marie Mcguire | Registered representative | Jan 2021 (6y) | ||
| Jason Richard Kitner | Registered representative | Jan 2021 (6y) | ||
| Reed Rummel Mccoy | Registered representative | CFP | Jan 2021 (6y) | |
| Christian Thomas Lewton | Registered representative | Jan 2021 (6y) | ||
| Michelle Ann Mills | Registered representative | Jan 2021 (6y) | ||
| Angela Kennedy Lee | Registered representative | Personal Financial Specialist | Feb 2021 (5y) | |
| Jennifer Lynn Merges | Registered representative | May 2021 (5y) | ||
| Sean Patrick Tully | Registered representative | Aug 2021 (5y) | ||
| Robert A Sutphin | Registered representative | Nov 2021 (5y) | ||
| Bradley Allen Engle | Registered representative | Jun 2022 (4y) | ||
| Jack J Miskulin | Registered representative | Nov 2023 (3y) | ||
| David Harry Power | Registered representative | Jun 2024 (2y) | ||
| Carla W Kutnick | Registered representative | Jun 2024 (2y) | ||
| Kathryn Heet | Registered representative | Oct 2024 (2y) | ||
| Nicole Lea Smith | Registered representative | Sep 2025 (1y) | ||
| Jacob Ian Davis | Registered representative | Jan 2026 (1y) | ||
| Braden Meese | Registered representative | Jul 2026 (0y) | ||
| Marlon Ramirez | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ghp Investment Advisors Inc | Managing Partner | May 2010 | A | 75% or more |
Undisclosed: 0% – 15% 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.
Private funds (1, $31.0M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Israel Investment Fund, L.P. | Hedge Fund | $31.0M | $100K | 68 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.22 MB | 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
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $23.9M (25% of AUM) Mar 2026
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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗