SourcingSourcing

IFG ADVISORS, LLC

C46
CRD 172329·SEC 801-80204·ST. LOUIS, MO
AUM
$1.03B
$1B+
Est. Revenue
$10.3M
@ 1% on AUM
Est. EBITDA
$3.1M
@ 30% margin
Est. Deal Value
$24.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IFG ADVISORS, LLC
CRD
172329
SEC file #
801-80204
EIN
431649208
DBA names
—

Economics

AUM
$1.03B
AUM band
$1B+
AUM trajectory
'20'26
$247.0M → $1.03B▲ +317%
Client mix
Individuals High Net Worth298
Individuals Other268

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'20'26
4 advisors → 4 advisors▬ 0%
Primary office
ST. LOUIS MO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/09/2026
ADV-W filed at
—
Website
linkedin.com/in/westonmanley(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ISAACS, WARNER, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
ISAACS, WARNER, EDWARD
ISAACS, JUDITH, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:ifg.com

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
59,961
Form 5500 Compensation Trajectory 3y
202559,961
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
59,961
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0001783412
Edgar Registered
Yes
Edgar Filing Count
30
Edgar First Filing Date
2019-10-15
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
28
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001783412-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
10560 OLD OLIVE STREET ROAD, SUITE 250ST. LOUIS, MO 63141
Business
10560 OLD OLIVE STREET ROAD, SUITE 250ST. LOUIS, MO 63141
Edgar EIN
431649208
Edgar Recent Filings
13F-HR2026-04-09 · 0001783412-26-000004
13F-HR2026-01-13 · 0001783412-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2201946
Trust Company Affiliate
No

People (8)

8
ISAACS, WARNER, EDWARD
IAR · Direct Owner · 87.5%
2201946
ISAACS, JUDITH, A
Executive Officer · 2.5%
3256803
ADAM GENE GOLDSTEIN
IAR
6322742
Matthew James Buckman
IAR
7993167
JAY LOGAN FULLER
IAR
4741837
MARK TODD SESSEL
IAR
2403313
WESTON BRET MANLEY
IAR
6457052
Daniel Scott Polinsky
IAR
7290718