Investor's Fiduciary Advisor Network, Llc
- Regulatory AUM
- $787M
- Discretionary
- $787M
- Clients
- 887
- Avg AUM / client
- $888K
- Accounts
- 2,236
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 639 | $213M | 27.1% |
| High net worth individuals | 235 | $572M | 72.6% |
| Charitable organizations | 7 | $1.5M | 0.19% |
| Corporations and other businesses | 6 | $537K | 0.07% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rod D Ehrlich | Principal/Cco/Member | Oct 2011 (15y) | 75% or more | |
| Jeffrey Steven Hughes | Member | Jun 2014 (12y) | 10% – 25% | |
| Margo Ruth Porter Panfili | Registered representative | Feb 2012 (14y) | ||
| Dale Russell Teachout | Registered representative | Jan 2013 (14y) | ||
| Vincent Luke Donivan | Registered representative | Feb 2017 (9y) | ||
| Deborah Weis Ellis | Registered representative | CFP | Dec 2023 (3y) | |
| Todd William Carter | Registered representative | Jul 2024 (2y) | ||
| Scott Philbrick Bowhay | Registered representative | Jan 2025 (2y) | ||
| Kenneth Robinson Clark | Registered representative | Apr 2025 (1y) | ||
| Andrea Susan Stiernstrand | Registered representative | Dec 2025 (1y) | ||
| Margaret Hoffmaster Connelly | Registered representative | CFA | Dec 2025 (1y) | |
| Lauren Elizabeth Legendre | Registered representative | CFP | Dec 2025 (1y) | |
| Sofia Paola Iglesias Gonzalez | Registered representative | CFP | Jan 2026 (1y) | |
| Francois Roger Bigot | Registered representative | CFP | Feb 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 993 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
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $787M (100% 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 20, 2026.
View current Form ADV (SEC/IAPD) ↗