Ifc Advisors Llc
- Regulatory AUM
- $2.3B
- Discretionary
- $1.8B
- Clients
- 393
- Avg AUM / client
- $6.0M
- Accounts
- 2,054
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 74 | $15.1M | 0.64% |
| High net worth individuals | 270 | $2.1B | 88.7% |
| Pension and profit sharing plans | 15 | $26.5M | 1.13% |
| Charitable organizations | 13 | $154M | 6.58% |
| Corporations and other businesses | 21 | $69.4M | 2.96% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig W Thomas | Member/Co Chief Investment Officer | Jun 2024 (2y) | Less than 5% | |
| Eric Thomas Zurbrugg | Member | CFP | Jun 2024 (2y) | 10% – 25% |
| Francois Dirk Viljoen | Member/Co Chief Investment Officer | Jun 2024 (2y) | 10% – 25% | |
| Marc Allen Ackerman | Managing Member/Chief Executive Officer | Jun 2024 (2y) | 25% – 50% | |
| Marco Mendoza | Member | Jun 2024 (2y) | 10% – 25% | |
| Nhaman Pelphrey | Member/Chief Compliance Officer | Jun 2024 (2y) | 10% – 25% | |
| Rex Barton Jones | Member | Jun 2024 (2y) | 10% – 25% | |
| Kennedy S Reardon | Registered representative | Mar 2026 (0y) | ||
| Michael Meylor | Registered representative | Mar 2026 (0y) |
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) | 03/30/2026 | 1.51 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
- • Fixed 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
Custody
Reported custodians
- Wells Fargo $2.2B (95% of AUM) Mar 2026
- National Financial Services (Fidelity) $108M (5% 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 30, 2026.
View current Form ADV (SEC/IAPD) ↗