Ibn Asset Management, Llc
- Regulatory AUM
- $508M
- Discretionary
- $169M
- Clients
- 12
- Avg AUM / client
- $42.3M
- Accounts
- 71
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | Fewer than 5 clients | $338M | 66.5% |
| Corporations and other businesses | 12 | $170M | 33.5% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erik Nicholas Hagge | Managing Member | Sep 2017 (9y) | 75% or more | |
| Clark, Catherine, Marian | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Dellon Stout Barry | Registered representative | Jun 2020 (6y) | ||
| Cindy Ball Toshie | Registered representative | Nov 2022 (4y) | ||
| Baker Thomas Burchfield | Registered representative | Jan 2026 (1y) | ||
| Bradley James Lukens | Registered representative | Jan 2026 (1y) | ||
| Andrew Louis Toshie | Registered representative | Jan 2026 (1y) |
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) | 03/31/2026 | 1020 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
- • Other fees
- • CONSULTING
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- BNY Mellon $320M (63% of AUM) Mar 2026
- U.S. Bank $119M (23% of AUM) Mar 2026
- Charles Schwab & Co. $25.5M (24% of AUM) Oct 2024
- Td Wealth $23.2M (21% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 31, 2026.
View current Form ADV (SEC/IAPD) ↗