Ifg Advisory, LLC

Registered investment adviser · Atlanta, GA · CRD #168012

Form ADV data as of 2026-09-01

Regulatory assets

$4.76 billion

Total accounts

14,619

Employees

187

Disclosure events

Firm details

Website: http://www.cpcllp.com
Telephone: 770-353-6400
SEC file number: 801-80184
Most recent Form ADV filing: 2026-03-18
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$4.49 billion
Non-discretionary regulatory assets under management	$273.6 million
Total regulatory assets under management	$4.76 billion
Discretionary accounts	13,721
Non-discretionary accounts	898
Total accounts	14,619
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	187
Employees performing investment advisory functions (including research)	86
Employees who are registered representatives of a broker-dealer	83
Employees registered as investment adviser representatives with a state	101
Employees registered as IARs for another investment adviser	4
Employees who are licensed insurance agents	75
Firms or persons who solicit advisory clients on the firm's behalf	15

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$517.8 million
Clients for whom the firm has custody	547
A related person has custody of client cash or bank accounts	No
A related person has custody of client securities	No
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	3

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops

Other business activities

Registered representative of a broker-dealer

Affiliated related persons

Accountant or accounting firmInsurance company or agencyReal estate broker or dealer

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	5,482	$1.05 billion
High net worth individuals	3,556	$3.52 billion
Pension and profit sharing plans (not the participants or government plans)	78	$62.1 million
Charitable organizations	29	$40.1 million
Corporations or other businesses not listed above	57	$79.1 million