IFG Advisory, LLC
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 168012
- Registered since
- August 15, 2014
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI74.06%
- Individuals22.13%
- Corporations / Businesses1.66%
- Pension & Profit Sharing Plans1.31%
- Charitable Organizations0.84%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
IFG Advisory, LLC is an independent registered investment adviser operating as an LLC and registered with the SEC in 2014. The firm positions itself as a capital allocator that works with both individual and family clients as well as institutional accounts. Its client services span financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, selecting third‑party advisers, and client education through publications and workshops. IFG also maintains a broker‑dealer registration for certain business activities and uses a mix of fee arrangements, including percentage of assets under management, hourly billing, and fixed fees. The firm was listed among FA Magazine’s Top RIA Firms in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- Exchange Traded Equities16%
- Cash & Cash Equivalents4%
- US Government Bonds1%
- Non-Investment Grade Corp Bonds1%
Owners & executives
3 of 7
Justin Burgess
Partner, CIOCRD 5699444
Henry Binsbachar
CEO / Financial PlannerCRD 5786399
Van Pappas
CEO/OwnerCRD 4330560
Contacts
3 of 103
Bradley Williams
Wealth AdvisorCRD 5673509
William Smith
AdvisorCRD 5717330
Charles Currie
Financial AdvisorCRD 5781098
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,352Active vs passive
$2.5B in ETFs
73%
$1.8B
20%
$681M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $66.5M | 89,112 | 2.65% |
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 200 Ashford Ctr N
- Time zone
- ET (UTC-5)
- Office locations
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