IFC Advisors LLC logo

IFC Advisors LLC

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Client assets under management

$2,094,041,740

Clients

344

78% high-net worth

Advisors

9

of 18 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

38

Low

Average account size

$6,087,331

About

IFC Advisors provides investment management and financial advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and participant‑directed retirement plans. Its services include discretionary and limited non‑discretionary portfolio management, comprehensive financial planning and consulting, selection and oversight of independent managers, ERISA 3(21) retirement plan advice, and advice on insurance products such as variable life insurance and annuity contracts.

The firm builds tax‑ and cost‑focused asset allocations that combine active and passive strategies across equities, fixed income, ETFs, mutual funds and separately managed accounts, tailoring portfolios to clients’ cash flows, risk capacity and long‑term goals. IFC integrates third‑party independent managers and, for qualified clients, sources and monitors alternative investments and pooled vehicles as part of a broader wealth management program.

IFC is distinctive in serving as a private fund adviser and fund sponsor and in operating special purpose vehicles (SPVs), including acting as general partner through an affiliated entity; SPV assets are included in its reported AUM and are managed without a separate SPV management or performance fee. The firm discloses specific measures to address related conflicts—an expense allocation policy, proxy voting procedures—and discloses referral and custodial relationships (including participation in a referral program and use of intermediary asset‑match arrangements) that may affect client introductions and operational support.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning and consulting fees generally fixed fee of $25,000, higher for more complex engagements; retainer may be requested; no prepayment over $1,200 more than 6 months in advance.

Percentage

$0+: 0.10% to 1.75% annually (Wealth Management and Employee Benefit Retirement Plan Services, negotiable and variable by client) $0+: Up to 1.75% (Private Advisor Network - Wells Fargo Separate Managed Account) $0+: Up to 1.25% (Personalized Unified Managed Account - Wells Fargo) $0+: Up to 1.25% (FundSource® Mutual Fund Advisory Program - Wells Fargo)

Other

Account minimum: $750,000

Main office location

IFC Advisors LLC

11601 Wilshire Blvd, Suite 1725

Los Angeles CA 90025, United States

Number of offices

2

Most active in

Arizona · California · Colorado · Louisiana · Nebraska · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Craig T

Series 66

Los Angeles, CA

IFC Advisors LLC

Craig Thomas is a financial advisor at IFC Advisors LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC, and was a self-employed securities trader for ten years. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and manages special purpose vehicles and private fund vehicles through an affiliated entity.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Eric Z

CFP®, Series 66

Los Angeles, CA

IFC Advisors LLC

Eric Zurbrugg is a CFP® with 21 years of industry experience, currently serving as an advisor at IFC Advisors LLC since 2024. He previously worked at Wells Fargo Bank and Wells Fargo Clearing Services, LLC from 2004 to 2024. Outside of his advisory role, Zurbrugg is a team manager for a local soccer club. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating special purpose vehicles and private fund vehicles.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Michael M

Series 66

Los Angeles, CA

IFC Advisors LLC

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Marco M

Series 63, Series 65

Los Angeles, CA

IFC Advisors LLC

Marco Mendoza is a financial advisor at IFC Advisors LLC with 27 years of industry experience. He previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC, serving clients over a combined 13 years. Mendoza holds Series 63 and Series 65 licenses. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies across various asset classes and monitors portfolios for risk alignment and rebalancing.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Nhaman P

Series 66

Los Angeles, CA

IFC Advisors LLC

Nhaman Pelphrey is a financial advisor at IFC Advisors LLC with three years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing Services and Wells Fargo Bank. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is noted for operating and advising special purpose vehicles and private fund vehicles.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Francois V

Series 63, Series 65

Los Angeles, CA

IFC Advisors LLC

Francois Viljoen is a financial advisor at IFC Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies and is notable for operating and advising special purpose vehicles and private fund vehicles.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Rex J

Series 63, Series 66

Los Angeles, CA

IFC Advisors LLC

Rex Jones is a financial advisor at IFC Advisors LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo in various capacities from 2004 to 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm uses a comprehensive, tax-aware investment approach combining active and passive strategies across multiple asset classes and is notable for operating special purpose vehicles and private fund vehicles.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Marc A

Series 66

Los Angeles, CA

IFC Advisors LLC

Marc Ackerman is a financial advisor at IFC Advisors LLC with 26 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing for 12 years before joining IFC Advisors in 2024. IFC Advisors provides investment management and financial advisory services to individuals, high-net-worth clients, trusts, family entities, corporations, and retirement plans. The firm employs a tax-aware, goal-oriented investment approach that combines active and passive strategies across multiple asset classes and also operates special purpose vehicles and private fund vehicles for qualified clients.

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
user avatar

Kennedy R

Series 66

Los Angeles, CA

IFC Advisors LLC

Tax-loss harvesting College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive
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