SourcingSourcing

IFS ADVISORS, LLC

C30
CRD 147518·SEC 801-111935·OVERLAND PARK, KS
AUM
$213.8M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$641K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IFS ADVISORS, LLC
CRD
147518
SEC file #
801-111935
EIN
392075932
DBA names
Insight Financial Services

Economics

AUM
$213.8M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.3M → $213.8M▲ +78%
Client mix
Individuals Other314
Individuals High Net Worth130

Operations

Employees (total)
8
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/16/2026
ADV-W filed at
—
Website
ifsadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACER FINANCIAL, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
PACER FINANCIAL, LLC
BROXTERMAN, LAWRENCE, WILLIAM
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
IFSADVISORS.COM
Rdap Domain Creation Date
2008-08-14T18:55:31Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001765617
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-01-25
Edgar Last Filing Date
2026-04-06
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-06
Accession0001765617-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7101 COLLEGE BLVDSUITE 740OVERLAND PARK, KS 66210
Business
7101 COLLEGE BLVDSUITE 740OVERLAND PARK, KS 66210
Edgar EIN
392075932
Edgar Recent Filings
13F-HR2026-04-06 · 0001765617-26-000004
13F-HR2026-01-09 · 0001765617-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-04T03:59:59Z
Rdap Domain Last Changed
2024-04-03T15:05:21Z
Rdap Nameservers
Ns37.domaincontrol.comNs38.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (6)

6
BROXTERMAN, LAWRENCE, WILLIAM
IAR · Executive Officer · 2.5%
4332808
STEPHENSON, KELLY, LYNN
IAR · Executive Officer · 2.5%
4190039
DAVID GREGORY PACER
Executive Officer · 2.5%
4223183
Tracy Nichole McCormick
IAR
8130729
PEDRO ANTONIO MARTINEZ
IAR
2557989
GREGORY JOSEPH KEAL
IAR
1304375