SourcingSourcing

IKALON ADVISORS LLC

C38
CRD 332654·SEC 801-135376·MIAMI, FL
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IKALON ADVISORS LLC
CRD
332654
SEC file #
801-135376
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
—
Primary office
MIAMI FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/06/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NIK PARTNERS S.A.
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
4
Control Persons
NIK PARTNERS S.A.
CALDERON, SANTIAGO
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

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
0.2164
Soi Zip Pct 200k Plus
0.0884
Soi Zip Returns 200k Plus
1,500
Soi Zip Total AGI
1,762,904
Fdic Zip Total Deposits
35,611,119,000
Fdic Zip Branch Count
260
Fdic Zip Top Banks
Interaudi Bank
Apollo Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

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
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Republic National Bank of MiamiMiami, FL
United National BankMiami, FL
Fdic Zip HHI
730.34
Fdic Zip Top Bank Share Pct
14.79
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI71,773
Returns5,950
Stub 2
AGI135,480
Returns3,740
Stub 3
AGI137,818
Returns2,240
Soi Zip Total Business Income
75,268
Soi Zip Total Cap Gains
255,378
Soi Zip Total Dividends
29,977
Soi Zip Total Returns
16,960
Trust Company Affiliate
No

People (3)

3
CALDERON, SANTIAGO
Executive Officer · 2.5%
8213253
Santos Charry, Nicolas
Executive Officer · 2.5%
8213254
REY DE SA, CATALINA
Executive Officer · 2.5%
5654516