SourcingSourcing

IFG ADVISORY, LLC

C23
CRD 168012·SEC 801-80184·ATLANTA, GA
AUM
$4.76B
$1B+
Est. Revenue
$47.6M
@ 1% on AUM
Est. EBITDA
$14.3M
@ 30% margin
Est. Deal Value
$114.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IFG ADVISORY, LLC
CRD
168012
SEC file #
801-80184
EIN
463235230
DBA names
—

Economics

AUM
$4.76B
AUM band
$1B+
AUM trajectory
'20'26
$1.44B → $4.76B▲ +231%
Client mix
Individuals Other5,482
Individuals High Net Worth3,556
Pension Profit Sharing Plans78
Corporations57
Charitable Organizations29

Operations

Employees (total)
187
Advisory staff (per ADV)
86
Advisory staff (5-yr trend)
'20'26
60 advisors → 86 advisors▲ +43%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

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

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
cpcllp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INTEGRATED FINANCIAL GROUP, LLC
Top Owner Pct
87.5
Owner Count
6
Control Persons
INTEGRATED FINANCIAL GROUP, LLC
BRIDGERS, JOHN, LAND
Solo Advisor Indicator
No
Succession Risk Solo Owner
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
CPCLLP.COM
Rdap Domain Creation Date
2008-09-08T23:03:44Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Advanced Internet Technologies, Inc. (AIT)

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
240,022
Form 5500 Compensation Trajectory 3y
2025240,022
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
240,022
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001728319
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2018-01-29
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
35
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001728319-26-000005

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
48
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Window
Lpl Financial2
Full
Lpl Financial8
E*trade4
State Street1
Edgar Addresses
Mailing
200 ASHFORD CENTER NORTHSUITE 400ATLANTA, GA 30338
Business
200 ASHFORD CENTER NORTHSUITE 400ATLANTA, GA 30338
Edgar EIN
463235230
Edgar Recent Filings
13F-HR2026-05-12 · 0001728319-26-000005
13F-HR2026-02-10 · 0001728319-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-08T23:03:44Z
Rdap Domain Last Changed
2024-07-10T12:47:29Z
Rdap Nameservers
Fred.ns.cloudflare.comIsla.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (52)

52
Andrews Lord Browne
IAR · Executive Officer · 2.5%
4569067
DONALD WARREN PATRICK
IAR · Executive Officer · 2.5%
1163392
LAUREL LOUISE RESENDEZ
IAR · Executive Officer · 2.5%
1584311
JOHN LAND BRIDGERS
Executive Officer · 2.5%
4567957
CRYSTAL GRIMAIL EPSTEIN
Executive Officer · 2.5%
4878895
TIMOTHY WILLIAM FAIL
IAR
7185217
EDWARD MARVIN WATKINS
IAR
1131686
ROBERT MADISON DAY
IAR
4427503
Noah Richard Shorr
IAR
7580417
WILLIAM HOWARD BLACK
IAR
2389801
JUSTIN ANDREW DAVIDSON
IAR
3066241
MIRANDA L BLACK
IAR
6940796
Chase Gunter
IAR
7607091
RYAN CHRISTOPHER HOOD
IAR
2911556
Nicholas Adam Shook
IAR
8030165
RICHARD Scott CARVER
IAR
4578860
Darrin Patrick Bearden
IAR
6763512
DEREK LEE KEENEY
IAR
7100645
Benjamin Subasic
IAR
7842419
Landon Joseph Powell
IAR
7379978
THOMAS STEVEN BARNES
IAR
6646130
HALIE VANN HINCHEY GRAY
IAR
6389424
JEFFREY RAYMOND CORDELL
IAR
5024603
JOHN MICHAEL FRANKLIN
IAR
5158352
RUSSELL Jacob WOOD
IAR
5191851
TROY GLENN DECASTRO
IAR
5363856
HOWARD NEIL KATZ
IAR
2483404
REBEKAH JO FERO
IAR
1878053
Austin Miles Marx
IAR
7542808
AUSTIN JONATHAN LYTLE
IAR
6657714
JEFFREY JOHN FERO
IAR
6695555
ROBERT BENJAMIN BUTLER
IAR
6480662
TEMP SESSOMS DAVIS
IAR
4566515
MORRIS WAYNE SHANK
IAR
2285941
PATRICK JUDE HINCHEY
IAR
2906623
R. MARK SMITH
IAR
2554870
KATHERINE M HEALY
IAR
6110783
DANNY WAYNE BELL
IAR
5520769
JUSTIN DWIGHT BURGESS
IAR
5699444
JACQUELINE JERRI HEWETT
IAR
2517729
DANIEL SCOTT MILLER
IAR
1485550
JOHN ROWLAND HEALY
IAR
2411627
ROBERT Evan BETHARDS
IAR
6575983
GARY SAMUEL ALPERT
IAR
3181282
Heather Sue Hoch
IAR
6904196
GERALD GRANT CRAIG
IAR
1729561
Jessica Elaine Farr
IAR
7826803
CHRISTOPHER LEE JONES
IAR
3107509
HENRY W BINSBACHAR
IAR
5786399
Morgan Wayne Shank
IAR
7674798
COULTON Austein OWENS
IAR
8096404
Kirk Michael Schlenke
IAR
1477416