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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 100m 1b

IBN ASSET MANAGEMENT, LLC

CRD 290114

THOUSAND OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7736d37-9ad6-401f-4e2f-ea78f81c0064

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Apr 16, 2020 to Mar 31, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.67 related_bd=true related_bank=false bd_reps=6.0
Regulatory AUM: $508MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $169M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $84.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 71
SEC number: 801-118749
CRD: 290114
Filings on the tape: 9
First filed: Apr 16, 2020
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, CA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIK NICHOLAS HAGGE	n/a	THOUSAND OAKS, CA	8	27	5	yes
DELLON STOUT BARRY	n/a	THOUSAND OAKS, CA	6	13	n/a	yes
CINDY BALL TOSHIE	n/a	Winter Springs, FL \| THOUSAND OAKS, CA	3	25	4	yes
Baker Thomas Burchfield	n/a	Plant City, FL \| THOUSAND OAKS, CA	0	11	n/a	yes
BRADLEY JAMES LUKENS	n/a	THOUSAND OAKS, CA \| Winter Park, FL	0	13	1	yes
ANDREW LOUIS TOSHIE	n/a	Winter Springs, FL \| THOUSAND OAKS, CA	0	31	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HAGGE, ERIK, NICHOLAS	MANAGING MEMBER	E	yes	09/2017	Apr 16, 2020	Oct 4, 2024
CLARK, CATHERINE, MARIAN	CHIEF COMPLIANCE OFFICER	Na	no	10/2024	Oct 4, 2024	Oct 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INSTITUTIONAL BOND NETWORK, LLC	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$508M	$169M	6	6	n/a	n/a
2024	Mar 31, 2025	$485M	$155M	6	6	n/a	n/a
2023	Mar 11, 2024	$101M	$75.2M	6	6	n/a	n/a
2022	Mar 29, 2023	$107M	$79.2M	6	6	n/a	n/a
2021	Mar 30, 2022	$110M	$86.9M	4	3	n/a	n/a
2020	Mar 22, 2021	$141M	$137M	4	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$508M	$485M	4.7%	$107M	68.0%	6	6	0	0

Relationships

Registered with (6)

← ANDREW LOUIS TOSHIEAdvisorregistration: current employment
Jan 6, 2026 to presentfactForm ADV
← BRADLEY JAMES LUKENSAdvisorregistration: current employment
Jan 5, 2026 to presentfactForm ADV
← Baker Thomas BurchfieldAdvisorregistration: current employment
Jan 3, 2026 to presentfactForm ADV
← CINDY BALL TOSHIEAdvisorregistration: current employment
Nov 1, 2022 to presentfactForm ADV
← DELLON STOUT BARRYAdvisorregistration: current employment
Jun 29, 2020 to presentfactForm ADV
← ERIK NICHOLAS HAGGEAdvisorregistration: current employment
Oct 30, 2017 to presentfactForm ADV

Controls (1)

← HAGGE, ERIK, NICHOLASOwnerMANAGING MEMBER, ownership code E, individual
Apr 16, 2020 to Oct 4, 2024factForm ADV

Owns (1)

← CLARK, CATHERINE, MARIANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 4, 2024 to Oct 4, 2024factForm ADV

Dated events

Occurred
Mar 31, 2025
Regulatory AUM changed
Ibn Asset Management, Llc reported RAUM $485.4M, up 352% from $107.3M (2024-10-04 to 2025-03-31)
Form ADVobserved 6 days ago
$378M
Occurred
Oct 4, 2024
Control person left
Wayne David Emminger (Managing Member) no longer on Schedule A of Ibn Asset Management, Llc (listed 2024-08-28, absent 2024-10-04)
Form ADVobserved 6 days ago
Occurred
Apr 16, 2020
First Form ADV filing
Ibn Asset Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7736d37-9ad6-401f-4e2f-ea78f81c0064
First observed: Apr 16, 2020
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IBN ASSET MANAGEMENT, LLC

CRD 290114

THOUSAND OAKS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7736d37-9ad6-401f-4e2f-ea78f81c0064

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:25 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIK NICHOLAS HAGGE

n/a

THOUSAND OAKS, CA

yes

DELLON STOUT BARRY

n/a

THOUSAND OAKS, CA

n/a

yes

CINDY BALL TOSHIE

n/a

Winter Springs, FL | THOUSAND OAKS, CA

yes

Baker Thomas Burchfield

n/a

Plant City, FL | THOUSAND OAKS, CA

n/a

yes

BRADLEY JAMES LUKENS

n/a

THOUSAND OAKS, CA | Winter Park, FL

yes

ANDREW LOUIS TOSHIE

n/a

Winter Springs, FL | THOUSAND OAKS, CA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HAGGE, ERIK, NICHOLAS

MANAGING MEMBER

yes

09/2017

Apr 16, 2020

Oct 4, 2024

CLARK, CATHERINE, MARIAN

CHIEF COMPLIANCE OFFICER

10/2024

Oct 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INSTITUTIONAL BOND NETWORK, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$508M

$169M

n/a

2024

Mar 31, 2025

$485M

$155M

n/a

2023

Mar 11, 2024

$101M

$75.2M

n/a

2022

Mar 29, 2023

$107M

$79.2M

n/a

2021

Mar 30, 2022

$110M

$86.9M

n/a

2020

Mar 22, 2021

$141M

$137M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$508M

$485M

4.7%

$107M

68.0%