Ih2 Advisors & Company
- Regulatory AUM
- $265M
- Discretionary
- $0
- Clients
- 3
- Avg AUM / client
- $88.4M
- Accounts
- 21
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other investment advisers | 3 | $265M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harper, Anthony, Joseph | Managing Partner | May 2021 (5y) | 50% – 75% | |
| Stephen M Hagan | Managing Partner And Chief Compliance Officer | Jan 2023 (4y) | 50% – 75% | |
| David Michael Frascella | Registered representative | Jul 2025 (1y) | ||
| Abiodun Osanyinjobi | Registered representative | Dec 2025 (1y) |
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) | 04/01/2026 | 905 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
- • Other fees
- • ADVISORY PLATFORM FEES
Services
- • Other services
Custody
Reported custodians
- State Street $2.5M (100% of AUM) Dec 2023
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: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗