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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INSTITUTIONAL INVESTMENT ADVISORS CORP

CRD 126055

NEW YORK, NY

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:f44f4372-1884-a2b0-970e-bea0157738e2

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2012 to Feb 17, 2026
28 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: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $105MItem 5.F on the latest filing (2026-02-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $94.4M
Private client RAUM: $92.9MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 1
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 296
Individual clients: 93
High net worth clients: 44
SEC number: 801-77500
CRD: 126055
Filings on the tape: 28
First filed: Dec 19, 2012
Latest filed: Feb 17, 2026
Organised: Corporation, NY
Website: conservativeadvice.com

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
CLIFFORD MICHAELS	Certified Financial Planner	NEW YORK, NY	15	35	n/a	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
MICHAELS, CLIFFORD	CHIEF INVESTMENT OFFICER	E	yes	05/1990	Dec 19, 2012	Feb 27, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

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	Offices	Private funds	Fund GAV
2025	Feb 17, 2026	$105M	$94.4M	3	1	1	n/a	n/a
2024	Feb 28, 2025	$86.4M	$79.3M	3	1	1	n/a	n/a
2023	Feb 27, 2024	$72.1M	$66.7M	3	1	1	n/a	n/a
2022	Jan 30, 2023	$65.9M	$61.5M	3	1	1	n/a	n/a
2021	Mar 11, 2022	$65.1M	$60.5M	4	1	1	n/a	n/a
2020	Mar 19, 2021	$54.0M	$49.4M	4	1	1	n/a	n/a
2019	Mar 17, 2020	$47.1M	$42.5M	4	1	1	n/a	n/a
2018	Mar 4, 2019	$43.0M	$38.5M	4	1	1	n/a	n/a
2017	Mar 13, 2018	$46.8M	$41.2M	3	1	1	n/a	n/a
2016	Feb 14, 2017	$41.5M	$38.6M	2	1	n/a	n/a	n/a
2015	Mar 2, 2016	$46.3M	$43.0M	2	1	n/a	n/a	n/a
2014	Feb 10, 2015	$41.5M	$37.0M	1	1	n/a	n/a	n/a
2013	Jan 21, 2014	$39.7M	$35.5M	1	1	n/a	n/a	n/a
2012	Feb 27, 2013	$31.0M	$29.0M	1	1	n/a	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
0	0	0	0.0%	0	0	0	0	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	$105M	$86.4M	21.8%	$65.9M	16.9%	3	3	1	1

Relationships

Registered with (1)

← CLIFFORD MICHAELSAdvisorregistration: current employment
Jul 11, 2011 to presentfactForm ADV

Controls (1)

← MICHAELS, CLIFFORDOwnerCHIEF INVESTMENT OFFICER, ownership code E, individual
Dec 19, 2012 to Feb 27, 2024factForm ADV

Dated events

Occurred
Dec 19, 2012
First Form ADV filing
Institutional Investment Advisors Corp filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f44f4372-1884-a2b0-970e-bea0157738e2
First observed: Dec 19, 2012
Last observed: Feb 17, 2026 7 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.

INSTITUTIONAL INVESTMENT ADVISORS CORP

CRD 126055

NEW YORK, NY

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:f44f4372-1884-a2b0-970e-bea0157738e2

Data as of Feb 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLIFFORD MICHAELS

Certified Financial Planner

NEW YORK, NY

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MICHAELS, CLIFFORD

CHIEF INVESTMENT OFFICER

yes

05/1990

Dec 19, 2012

Feb 27, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 17, 2026

$105M

$94.4M

n/a

2024

Feb 28, 2025

$86.4M

$79.3M

n/a

2023

Feb 27, 2024

$72.1M

$66.7M

n/a

2022

Jan 30, 2023

$65.9M

$61.5M

n/a

2021

Mar 11, 2022

$65.1M

$60.5M

n/a

2020

Mar 19, 2021

$54.0M

$49.4M

n/a

2019

Mar 17, 2020

$47.1M

$42.5M

n/a

2018

Mar 4, 2019

$43.0M

$38.5M

n/a

2017

Mar 13, 2018

$46.8M

$41.2M

n/a

2016

Feb 14, 2017

$41.5M

$38.6M

n/a

2015

Mar 2, 2016

$46.3M

$43.0M

n/a

2014

Feb 10, 2015

$41.5M

$37.0M

n/a

2013

Jan 21, 2014

$39.7M

$35.5M

n/a

2012

Feb 27, 2013

$31.0M

$29.0M

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

$105M

$86.4M

21.8%

$65.9M

16.9%