Hedge Fund Database

IFG ADVISORS, LLC

Adviser information for IFG ADVISORS, LLC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Missouri, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,279 $537.0M
Non-Discretionary 4 $17.0M
Total 2,283 $554.0M

Clients

Type Number RAUM
Individuals 224 $71.0M
HNW Individuals 208 $483.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 251-500

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMFixed fees
Other Business Activities Insurance broker or agent

Identifiers

SEC RIA File Number 801-80204
SEC ERA File Number 801-80204
SEC CIK Numbers 1783412
SEC CRD Numbers 172329
Legal Entity Identifier None

Principal Office

10560 OLD OLIVE STREET ROAD, SUITE 250
ST. LOUIS
MO
United States
Monday - Friday, BY APPOINTMENT
Tel: 314-569-0500, Fax: 314-569-0573

Websites

linkedin.com/w. ted isaacs linkedin.com/in/marksessel linkedin.com/in/westonmanley twitter.com/marksessel ifgadvisors.com

Chief Compliance Officer

JUDITH ISAACS
10560 OLD OLIVE STREET RD., SUITE 250
ST. LOUIS
MO
United States
Tel: 314-569-0500
Fax: 314-569-0573
(Full email address available in API data)

Regulatory Contact

W. TED ISAACS
PRESIDENT
10560 OLD OLIVE STREET RD., SUITE 250
ST. LOUIS
MO
United States
Tel: 314-569-0500
Fax: 314-569-0573
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ISAACS, WARNER, EDWARD Individual – OWNER / PRESIDENT 07/2014 > 75%
ISAACS, JUDITH, A Individual – CHIEF COMPLIANCE OFFICER 07/2014 < 5%

No. Employees, Historic

105020192020202120222023202420256 on 8/23/20196 on 2/27/20206 on 6/23/20206 on 12/2/20206 on 3/15/20216 on 4/8/20216 on 12/6/20216 on 3/30/20226 on 12/9/20226 on 2/11/20234 on 3/20/2024

RAUM, Historic

600M300M02019202020212022202320242025247000000 on 8/23/2019260000000 on 2/27/2020260000000 on 6/23/2020260000000 on 12/2/2020318000000 on 3/15/2021318000000 on 4/8/2021318000000 on 12/6/2021408000000 on 3/30/2022408000000 on 12/9/2022452000000 on 2/11/2023554000000 on 3/20/2024

No. Clients, Historic

50025002019202020212022202320242025214 on 8/23/2019261 on 2/27/2020261 on 6/23/2020261 on 12/2/2020370 on 3/15/2021370 on 4/8/2021370 on 12/6/2021433 on 3/30/2022433 on 12/9/2022416 on 2/11/2023432 on 3/20/2024

Holdings

From latest 13F, filed July 22nd, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 893K 5K –
ADT INC DEL COM 108K 14K –
ALLSTATE CORP COM 286K 2K –
ALPHABET INC CAP STK CL A 2M 12K –
ALPHABET INC CAP STK CL C 790K 4K –
ALTRIA GROUP INC COM 388K 9K –
AMAZON COM INC COM 1M 7K –
AMERICAN ELEC PWR CO INC COM 203K 2K –
AMERICAN EXPRESS CO COM 1M 4K –
AON PLC SHS CL A 430K 1K –
APPLE INC COM 13M 60K –
BANK AMERICA CORP 7.25%CNV PFD L 377K 315 –
BANK AMERICA CORP COM 465K 12K –
BANK NEW YORK MELLON CORP COM 359K 6K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 1M 4K –
BP PLC SPONSORED ADR 240K 7K –
BRISTOL-MYERS SQUIBB CO COM 254K 6K –
CINTAS CORP COM 23M 33K –
CISCO SYS INC COM 362K 8K –
CITIGROUP INC COM NEW 363K 6K –
COCA COLA CO COM 623K 10K –
CORNING INC COM 384K 10K –
COSTCO WHSL CORP NEW COM 867K 1K –
CSX CORP COM 300K 9K –
DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 449K 17K –
DIMENSIONAL ETF TRUST INTERNATNAL VAL 632K 18K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 320K 13K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 5M 164K –
DIMENSIONAL ETF TRUST US EQUITY ETF 487K 8K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 1M 29K –
DIMENSIONAL ETF TRUST US SMALL CAP ETF 660K 11K –
DIMENSIONAL ETF TRUST US TARGETED VLU 253K 5K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 939K 37K –
DISCOVER FINL SVCS COM 1M 10K –
DISNEY WALT CO COM 447K 5K –
DOMINOS PIZZA INC COM 267K 518 –
EA SERIES TRUST ALPHA ARCH 1-3 4M 34K –
EA SERIES TRUST EA BRIDGEWAY OMN 2M 117K –
ELECTRONIC ARTS INC COM 281K 2K –
ELI LILLY & CO COM 720K 795 –
EMERSON ELEC CO COM 247K 2K –
EXXON MOBIL CORP COM 2M 20K –
FORTUNE BRANDS INNOVATIONS I COM 447K 7K –
HOME DEPOT INC COM 806K 2K –
HONEYWELL INTL INC COM 417K 2K –
INVESCO ADVANTAGE MUN INCOME SH BEN INT 266K 30K –
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 6M 29K –
INVESCO QQQ TR UNIT SER 1 46M 95K –
ISHARES INC CORE MSCI EMKT 456K 9K –
ISHARES TR 0-3 MNTH TREASRY 2M 23K –
ISHARES TR COHEN STEER REIT 12M 212K –
ISHARES TR CORE MSCI INTL 498K 8K –
ISHARES TR CORE S&P MCP ETF 9M 149K –
ISHARES TR CORE S&P SCP ETF 21M 193K –
ISHARES TR CORE S&P TTL STK 666K 6K –
ISHARES TR EAFE SML CP ETF 4M 65K –
ISHARES TR IBOXX HI YD ETF 4M 52K –
ISHARES TR MSCI EAFE ETF 31M 396K –
ISHARES TR MSCI EMG MKT ETF 222K 5K –
ISHARES TR NATIONAL MUN ETF 1M 11K –
ISHARES TR RUS 1000 ETF 4M 14K –
ISHARES TR RUS 1000 GRW ETF 2M 5K –
ISHARES TR RUS 1000 VAL ETF 325K 2K –
ISHARES TR RUS MID CAP ETF 1M 16K –
ISHARES TR RUSSELL 2000 ETF 1M 7K –
ISHARES TR S&P 500 GRWT ETF 928K 10K –
ISHARES TR S&P 500 VAL ETF 388K 2K –
ISHARES TR S&P MC 400GR ETF 518K 6K –
ISHARES TR S&P MC 400VL ETF 454K 4K –
ISHARES TR SELECT DIVID ETF 13M 105K –
ISHARES TR SP SMCP600VL ETF 355K 4K –
ISHARES TR U.S. REAL ES ETF 310K 4K –
J P MORGAN EXCHANGE TRADED F ULTRA SHRT INC 236K 5K –
JOHNSON & JOHNSON COM 556K 4K –
JPMORGAN CHASE & CO. COM 2M 8K –
LISTED FD TR WAHED DOW JONES 225K 9K –
MARATHON PETE CORP COM 312K 2K –
MCDONALDS CORP COM 259K 1K –
MERCK & CO INC COM 811K 7K –
META PLATFORMS INC CL A 1M 2K –
MICRON TECHNOLOGY INC COM 1M 10K –
MICROSOFT CORP COM 2M 5K –
MONDELEZ INTL INC CL A 425K 6K –
MORGAN STANLEY COM NEW 674K 7K –
MURPHY USA INC COM 282K 600 –
NEXTERA ENERGY INC COM 207K 3K –
NIKE INC CL B 341K 5K –
NORTHROP GRUMMAN CORP COM 323K 741 –
NVIDIA CORPORATION COM 3M 24K –
PFIZER INC COM 294K 10K –
PHILIP MORRIS INTL INC COM 786K 8K –
PROCTER AND GAMBLE CO COM 343K 2K –
REGIONS FINANCIAL CORP NEW COM 202K 10K –
SALESFORCE INC COM 360K 1K –
SCHWAB STRATEGIC TR US REIT ETF 1M 68K –
SPDR DOW JONES INDL AVERAGE UT SER 1 5M 13K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 809K 23K –
SPDR S&P 500 ETF TR TR UNIT 59M 108K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 22M 41K –
SPDR SER TR NUVEEN BLMBRG SH 487K 10K –
SPDR SER TR PORTFOLIO S&P600 2M 57K –
SPDR SER TR S&P 400 MDCP GRW 266K 3K –
STARBUCKS CORP COM 296K 4K –
TESLA INC COM 622K 3K –
THE CIGNA GROUP COM 221K 668 –
THERMO FISHER SCIENTIFIC INC COM 285K 515 –
UNION PAC CORP COM 682K 3K –
UNITED PARCEL SERVICE INC CL B 465K 3K –
US BANCORP DEL COM NEW 660K 17K –
VANGUARD ADMIRAL FDS INC 500 GRTH IDX F 342K 1K –
VANGUARD ADMIRAL FDS INC 500 VAL IDX FD 287K 2K –
VANGUARD ADMIRAL FDS INC MIDCP 400 GRTH 275K 3K –
VANGUARD ADMIRAL FDS INC MIDCP 400 VAL 243K 3K –
VANGUARD BD INDEX FDS INTERMED TERM 4M 52K –
VANGUARD BD INDEX FDS SHORT TRM BOND 8M 104K –
VANGUARD INDEX FDS GROWTH ETF 764K 2K –
VANGUARD INDEX FDS MID CAP ETF 2M 8K –
VANGUARD INDEX FDS REAL ESTATE ETF 3M 31K –
VANGUARD INDEX FDS S&P 500 ETF SHS 27M 54K –
VANGUARD INDEX FDS SM CP VAL ETF 682K 4K –
VANGUARD INDEX FDS SMALL CP ETF 4M 19K –
VANGUARD INDEX FDS SML CP GRW ETF 632K 3K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 3M 73K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 9M 77K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 966K 5K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 10M 211K –
VANGUARD WORLD FD ESG INTL STK ETF 330K 6K –
VANGUARD WORLD FD ESG US STK ETF 558K 6K –
VERIZON COMMUNICATIONS INC COM 290K 7K –
WALMART INC COM 245K 4K –
WEC ENERGY GROUP INC COM 209K 3K –
WELLS FARGO CO NEW COM 250K 4K –
WELLS FARGO CO NEW PERP PFD CNV A 594K 500 –
ZEVRA THERAPEUTICS INC COM NEW 92K 19K –