ILS Advisory Services, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$0
0% of AUM
Avg account
$144M
Accounts
11
Employees
6
Advisory reps
2

Firm details

Headquarters
Nashville, Tennessee
CRD number
333054
Registered since
October 25, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ILS Advisory Services, LLC is an institutional registered investment adviser that focuses on portfolio management for business and institutional clients. The firm registered with the SEC in 2024 and is organized as a limited liability company with ownership split between a domestic entity and an individual. Its client base is institutional, and it offers a mix of fee arrangements — percentage of AUM, fixed fees, and performance-based fees. ILS does not present itself as a capital allocator, does not identify as an active ESG investor, and is not a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Michael Prather

    Chief Compliance OfficerCRD 7985365

  • Marshall Abbott

    Chief Executive OfficerCRD 7985278

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nashville, TN

Davidson

Location

Nashville, TN

Headquartered in Nashville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
Davidson
Address
414 Union St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth