SourcingSourcing

IH2 ADVISORS & COMPANY

C36
CRD 325788·SEC 801-132804·WILMINGTON, DE
AUM
$265.3M
$100M-$500M
Est. Revenue
$2.7M
@ 1% on AUM
Est. EBITDA
$796K
@ 30% margin
Est. Deal Value
$6.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IH2 ADVISORS & COMPANY
CRD
325788
SEC file #
801-132804
EIN
—
DBA names
—

Economics

AUM
$265.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$105.0M → $265.3M▲ +153%
Client mix
Other Investment Advisers3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
WILMINGTON DE
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMOther Compensation

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
incadense.com/ih2-advisors

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
INCADENSE CORP.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
INCADENSE CORP.
HAGAN, STEPHEN, M
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
INCADENSE.COM
Rdap Domain Creation Date
2020-08-13T03:39:18Z
Rdap Firm Age Years
6
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.109
Soi Zip Pct 200k Plus
0.0344
Soi Zip Returns 200k Plus
240
Soi Zip Total AGI
468,835
Fdic Zip Total Deposits
4,200,658,382,000
Fdic Zip Branch Count
724
Fdic Zip Top Banks
Capital One, National Association
ING Bank, fsb

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Delaware Trust CompanyWilmington, DE
Delaware Trust CompanyWilmington, DE
Fdic Zip HHI
2688.15
Fdic Zip Top Bank Share Pct
47.73
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-13T03:39:18Z
Rdap Domain Last Changed
2025-08-13T11:30:49Z
Rdap Nameservers
Ns12.wixdns.netNs13.wixdns.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI35,492
Returns2,750
Stub 2
AGI74,133
Returns2,060
Stub 3
AGI56,627
Returns920
Soi Zip Total Business Income
8,432
Soi Zip Total Cap Gains
21,890
Soi Zip Total Dividends
28,031
Soi Zip Total Returns
6,970
Trust Company Affiliate
No

People (3)

3
HAGAN, STEPHEN, M
IAR · Executive Officer · 2.5%
2434067
DAVID MICHAEL FRASCELLA
IAR
4197259
ABIODUN OSANYINJOBI
IAR
5780299