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ICON WEALTH ADVISORS, LLC, CRD 319609
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MARK BAKER MCADAMS | n/a | HOUSTON, TX | 4 | 32 | 3 | no |
| RICARDO MIHALY | Certified Financial Planner | HOUSTON, TX | 4 | 29 | 2 | yes |
| JAMES ALAN PAVLIK | n/a | HOUSTON, TX | 4 | 20 | 2 | no |
| JOHN CRAIG TAYLOR | n/a | HOUSTON, TX | 4 | 19 | 1 | no |
| STEPHEN THOMAS SCHWARZBACH | n/a | HOUSTON, TX | 4 | 18 | 3 | no |
| BROOKS HARPER MCGEE | n/a | HOUSTON, TX | 4 | 14 | 2 | no |
| ALLISON KRISTINE MCKIBBON | n/a | HOUSTON, TX | 4 | 11 | 2 | yes |
| JACK WAYNE WIESEN | n/a | HOUSTON, TX | 4 | 11 | 1 | yes |
| BLAKE ANDREW PRATZ | n/a | HOUSTON, TX | 4 | 42 | 4 | yes |
| JENNIFER MARIE MOORE | n/a | HOUSTON, TX | 4 | 19 | 3 | yes |
| BRANDO PALAZZO-GIORGIO | n/a | HOUSTON, TX | 4 | 16 | 2 | no |
| DANIEL ROSS SCHMIEDER | Certified Financial Planner | HOUSTON, TX | 4 | 45 | 4 | yes |
| MICHAEL JOSEPH CREGAN | n/a | HOUSTON, TX | 4 | 24 | 3 | no |
| Kyle Reid Bruchmiller | n/a | HOUSTON, TX | 2 | 12 | n/a | no |
| Steven Michael Novotny | Certified Financial Planner | HOUSTON, TX | 2 | 12 | 3 | no |
| Patrick Scott Incerto | n/a | HOUSTON, TX | 1 | 12 | n/a | no |
| Maria Paula De Lima Velez | n/a | HOUSTON, TX | 0 | 13 | 1 | no |
| Rachel Christine McColl | n/a | HOUSTON, TX | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARDEEL, AMY, SCHWARZBACH | CHIEF COMPLIANCE OFFICER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Apr 25, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | May 16, 2022 | Apr 25, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | May 16, 2022 | Apr 25, 2024 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| MCADAMS, MARK, BAKER | FOUNDER AND MANAGING PARTNER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| MCGEE, BROOKS, HARPER | MANAGING PARTNER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| PAVLIK, JAMES, ALAN | MANAGING PARTNER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| PRATZ, BLAKE, ANDREW | FOUNDER AND MANAGING PARTNER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| SCHWARZBACH, STEPHEN, THOMAS | FOUNDER AND MANAGING PARTNER | Na | yes | 03/2022 | May 16, 2022 | Apr 25, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 9, 2026 | $2.6B | $2.6B | 22 | 15 | 1 | n/a | n/a |
| 2024 | Mar 21, 2025 | $2.3B | $2.3B | 22 | 16 | 1 | n/a | n/a |
| 2023 | Mar 28, 2024 | $1.9B | $1.9B | 21 | 15 | 1 | n/a | n/a |
| 2022 | Mar 30, 2023 | $1.8B | $1.8B | 19 | 15 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 0 | 1 | 0.0% | 0 | 0 | 0 | 2 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $2.6B | $2.3B | 14.3% | $1.8B | 13.7% | 22 | 22 | 1 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| ICON WEALTH PARTNERS, LLC | 13 | Aug 1, 2022 | Aug 5, 2022 | HOUSTON, TX | Firm absorbed | RIA to new firm | 100.0% |