Ifg Advisory, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 168012
· SEC file 801-80184
· Atlanta, GA
· www.facebook.com
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ADV data as of Mar 18, 2026
- Regulatory AUM
- $4.8B
- Discretionary
- $4.5B
- Clients
- 9,202
- Avg AUM / client
- $517K
- Accounts
- 14,619
- Employees
- 187
AUM over time
$100M
$4.8B
Aug 2014
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 5,482 | $1.1B | 22.1% |
| High net worth individuals | 3,556 | $3.5B | 74.1% |
| Pension and profit sharing plans | 78 | $62.1M | 1.31% |
| Charitable organizations | 29 | $40.1M | 0.84% |
| Corporations and other businesses | 57 | $79.1M | 1.66% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Adtran Networks North America Inc. 401(k) Plan Adtran Networks North America Inc. | 2024 |
People (108)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Warren Patrick | Founder & Chief Strategy Officer | Jul 2013 (13y) | ≈ 18.75% – 50% via Integrated Financial Group, Llc | |
| John Land Bridgers | Chief Executive Officer | Sep 2014 (12y) | ≈ 37.5% – 75% via Integrated Financial Group, Llc | |
| Crystal Grimail Epstein | Chief Compliance Officer | May 2016 (10y) | Less than 5% | |
| Laurel Louise Resendez | Director Of Ria Compliance | Feb 2019 (7y) | Less than 5% | |
| Wrenn, Patrick, Ronald | Director Of Compliance Operations | Feb 2021 (6y) | Less than 5% | |
| Andrews Lord Browne | Director Of Advisor Development | Jan 2022 (5y) | Less than 5% | |
| Katherine M Healy | Registered representative | Dec 2013 (13y) | ||
| John Rowland Healy | Registered representative | Feb 2014 (12y) | ||
| Jacqueline Jerri Hewett | Registered representative | CFP | Feb 2014 (12y) | |
| R. Mark Smith | Registered representative | Jun 2014 (12y) | ||
| Howard Neil Katz | Registered representative | Nov 2014 (12y) | ||
| Justin Andrew Davidson | Registered representative | Nov 2014 (12y) | ||
| Gary Samuel Alpert | Registered representative | CFP | Dec 2014 (12y) | |
| Wesley Robert Littlejohn | Registered representative | CFP | Dec 2014 (12y) | |
| John Page Collins | Registered representative | Dec 2014 (12y) | ||
| Trenton J. Adams | Registered representative | CFP | Feb 2015 (11y) | |
| John Christopher Caldwell | Registered representative | Apr 2015 (11y) | ||
| Mark Curry Cross | Registered representative | Apr 2015 (11y) | ||
| Amy Hughes Parrish | Registered representative | Jul 2015 (11y) | ||
| Ryan Christopher Hood | Registered representative | Jul 2015 (11y) | ||
| Patrick Jude Hinchey | Registered representative | CFP | Aug 2015 (11y) | |
| Temp Sessoms Davis | Registered representative | Aug 2015 (11y) | ||
| William Howard Black | Registered representative | Sep 2015 (11y) | ||
| Christopher Lee Jones | Registered representative | Nov 2015 (11y) | ||
| Michael Timothy Tarrant | Registered representative | CFP | Dec 2015 (11y) | |
| Gerald Grant Craig | Registered representative | CFP Chartered Financial Consultant | Jan 2016 (11y) | |
| David William Gordon | Registered representative | Feb 2016 (10y) | ||
| Robert Madison Day | Registered representative | Jul 2016 (10y) | ||
| Jeffrey Raymond Cordell | Registered representative | Jul 2016 (10y) | ||
| Danny Wayne Bell | Registered representative | Aug 2016 (10y) | ||
| Rebekah Jo Fero | Registered representative | CFP | Aug 2016 (10y) | |
| Daniel Scott Miller | Registered representative | Dec 2016 (10y) | ||
| Thomas Steven Barnes | Registered representative | May 2017 (9y) | ||
| Tripp Alexander Mullen | Registered representative | CFP | May 2017 (9y) | |
| Michael Shane Gaddy | Registered representative | CFP | Jun 2017 (9y) | |
| Jaynell Cherie Talaber | Registered representative | Jun 2017 (9y) | ||
| Kelly Mathis Lee | Registered representative | CFP | Jun 2017 (9y) | |
| Carrie Irvin Wilson | Registered representative | Jun 2017 (9y) | ||
| Henry (Hank) William Cleare | Registered representative | CFP | Aug 2017 (9y) | |
| Morris Wayne Shank | Registered representative | Aug 2017 (9y) | ||
| Kimberly Joan Deprospero | Registered representative | CFP | Aug 2017 (9y) | |
| Justin Dwight Burgess | Registered representative | Sep 2017 (9y) | ||
| William Key Smith | Registered representative | Jan 2019 (8y) | ||
| Dana Alan Binsbachar | Registered representative | Jun 2019 (7y) | ||
| Kirk Michael Schlenke | Registered representative | Jul 2019 (7y) | ||
| Derek Lee Keeney | Registered representative | Jul 2019 (7y) | ||
| Christopher Michael Rios | Registered representative | CFP | Aug 2019 (7y) | |
| Troy Glenn Decastro | Registered representative | CFA | Sep 2019 (7y) | |
| Nicholas Luis Rios | Registered representative | Sep 2019 (7y) | ||
| Timothy William Fail | Registered representative | Jan 2020 (7y) | ||
| William Wallace Divers | Registered representative | Jan 2020 (7y) | ||
| Robert Benjamin Butler | Registered representative | Jan 2020 (7y) | ||
| Henry W Binsbachar | Registered representative | Apr 2020 (6y) | ||
| Brett Alexander Bringuel | Registered representative | CFP Chartered Financial Consultant | May 2020 (6y) | |
| Richard Scott Carver | Registered representative | Jun 2020 (6y) | ||
| Alan Bratic | Registered representative | CFP | Jul 2020 (6y) | |
| Halie Vann Hinchey Gray | Registered representative | Jan 2021 (6y) | ||
| Russell Jacob Wood | Registered representative | May 2021 (5y) | ||
| Gary Griffin Agent | Registered representative | Aug 2021 (5y) | ||
| Darrin Patrick Bearden | Registered representative | Sep 2021 (5y) | ||
| Sabrina Marie Gott Proano | Registered representative | Sep 2021 (5y) | ||
| Tobin Christopher Anderson | Registered representative | Sep 2021 (5y) | ||
| Heather Sue Hoch | Registered representative | Oct 2021 (5y) | ||
| Thomas William Stark | Registered representative | Oct 2021 (5y) | ||
| John Michael Franklin | Registered representative | CFP | Mar 2022 (4y) | |
| Edward Marvin Watkins | Registered representative | Chartered Financial Consultant | Mar 2022 (4y) | |
| Peter John Coleman | Registered representative | Jun 2022 (4y) | ||
| Noah Richard Shorr | Registered representative | Jan 2023 (4y) | ||
| Gregory Scott Bennett | Registered representative | Apr 2023 (3y) | ||
| Daniel Keeney | Registered representative | May 2023 (3y) | ||
| Austin Jonathan Lytle | Registered representative | Jun 2023 (3y) | ||
| Austin Miles Marx | Registered representative | Jun 2023 (3y) | ||
| Gregory Francis Patton | Registered representative | Aug 2023 (3y) | ||
| Robert Evan Bethards | Registered representative | Sep 2023 (3y) | ||
| Brian Andrew Moody | Registered representative | Dec 2023 (3y) | ||
| Ronnie Paul Moody | Registered representative | CFP | Dec 2023 (3y) | |
| Bradley Charles Williams | Registered representative | Jan 2024 (3y) | ||
| Terrell Clayton Boone | Registered representative | Jan 2024 (3y) | ||
| Joseph Alan Gunther | Registered representative | Jan 2024 (3y) | ||
| Ernest Martin Blackburn | Registered representative | Apr 2024 (2y) | ||
| Morgan Bain Nickels | Registered representative | CFP | Apr 2024 (2y) | |
| Tracey Dexter Bryan | Registered representative | CFP | Apr 2024 (2y) | |
| Suzette Burns Bates | Registered representative | Apr 2024 (2y) | ||
| Morgan Wayne Shank | Registered representative | Apr 2024 (2y) | ||
| Chase Gunter | Registered representative | Apr 2024 (2y) | ||
| Melissa Anne Ekeberg | Registered representative | Apr 2024 (2y) | ||
| Joseph Spencer Reed | Registered representative | Jul 2024 (2y) | ||
| Melanie Fisher Rodrigue | Registered representative | CFP | Aug 2024 (2y) | |
| Patrick Logan Lamb | Registered representative | Aug 2024 (2y) | ||
| Fredrick Alan Dawson | Registered representative | Oct 2024 (2y) | ||
| Miranda L Black | Registered representative | CFP | Nov 2024 (2y) | |
| Danette West Starks | Registered representative | Jan 2025 (2y) | ||
| Nicholas Adam Shook | Registered representative | Jun 2025 (1y) | ||
| Coulton Austein Owens | Registered representative | Jul 2025 (1y) | ||
| Jessica Elaine Farr | Registered representative | Jul 2025 (1y) | ||
| Erick Michael Murray | Registered representative | Aug 2025 (1y) | ||
| Benjamin Subasic | Registered representative | Aug 2025 (1y) | ||
| Robert Argo Cowsert | Registered representative | Aug 2025 (1y) | ||
| Jeffrey John Fero | Registered representative | CFP | Sep 2025 (1y) | |
| Landon Joseph Powell | Registered representative | CFP | Oct 2025 (1y) | |
| Creston John Maxey | Registered representative | CFP | Oct 2025 (1y) | |
| Timothy Warren Bennett | Registered representative | Dec 2025 (1y) | ||
| Cody Matthew Lewallen | Registered representative | CFP | Mar 2026 (0y) | |
| Van Constantine Pappas | Registered representative | CFP | Apr 2026 (0y) | |
| Gerard Guercio | Registered representative | Jul 2026 (0y) | ||
| James Allen Arnold | Registered representative | Jul 2026 (0y) | ||
| Charles Hugh Currie | Registered representative | CFP | Jul 2026 (0y) | |
| Braeden James Davidson | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Integrated Financial Group, Llc | Managing Member | Nov 2014 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Donald Warren Patrick: 25% – 50% of Integrated Financial Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- John Land Bridgers: 50% – 75% of Integrated Financial Group, Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Adtran Networks North America Inc. 401(k) Plan | Adtran Networks North America Inc. | 297 | $121M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 2.02 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- LPL Financial $4.7B (99% 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 18, 2026.
View current Form ADV (SEC/IAPD) ↗