Your Ia, LLC
Firm details
- Headquarters
- St George, Utah
- CRD number
- 338535
- Registered since
- November 18, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.8%
- Individuals27.28%
- Corporations / Businesses2.92%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Your Ia, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2025. The firm serves both individual and family clients as well as institutional accounts, and offers core advisory services that include financial planning and portfolio management for individuals and small businesses. Ownership is a mix of a domestic entity and an individual, and the firm charges a mix of fee arrangements (percentage of AUM, hourly fees, and fixed fees). Your Ia is not positioned as a capital allocator and does not identify as an active ESG investor. The firm maintains industry relationships with other investment advisers and an insurance company, indicating some collaborative or referral arrangements beyond its internal advisory work.
Assets & Accounts
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 Funds56%
- Exchange Traded Equities39%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Christopher Felton
Chief Distribution OfficerCRD 3222050
Contacts
3 of 27Chad Tacia
Investment Adviser RepresentativeCRD 5144699

Lam Giang
Investment AdviserCRD 6282550

Richard Schwab
Financial AdvisorCRD 6758287
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
St George, UT
Washington
Location
St George, UT
Headquartered in St George, UT, in the West of the United States.
- Region
- West
- County
- Washington
- Address
- 620 S 400 E
- Time zone
- MT (UTC-7)
- Office locations
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