IA
Ikalon Advisors Llc
SEC-registered
Investment Adviser · Small ($100M–$1B)
CRD 332654
· SEC file 801-135376
· Miami, FL
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ADV data as of Aug 06, 2026
- Regulatory AUM
- $442M
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 2
- Employees
- 2
AUM over time
$0
$442M
Jan 21, 2026
Aug 6, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Corporations and other businesses | Fewer than 5 clients | $442M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/06/2026 | 854 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
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 06, 2026.
View current Form ADV (SEC/IAPD) ↗