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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

IFG RUSSELL ADVISORS INC

CRD 108677

BERWYN, PA

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:fd0c1668-4abc-a07e-c185-2eefcdc88dff

Data as of Mar 1, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2012 to Mar 1, 2017
12 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: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $164MItem 5.F on the latest filing (2017-03-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $164M
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: 0
Employees: 8
Advisory employees: 8
Accounts: 386
SEC number: 801-47555
CRD: 108677
Filings on the tape: 12
First filed: Mar 22, 2012
Latest filed: Mar 1, 2017
Organised: Corporation, Delaware

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
WHITE, JERRY, WILMER	CHIEF EXECUTIVE OFFICER	C	yes	09/1994	Mar 22, 2012	Mar 1, 2017
FLATLEY, TIMOTHY, EDWARD	FINANCIAL CONSULTANT	A	no	09/1994	Mar 22, 2012	Mar 1, 2017
GAINES, KEVIN, MICHAEL	CHIEF INVESTMENT OFFICER	Na	no	03/2014	Mar 12, 2015	Mar 1, 2017
GARGER, CHERYL	Secretary	A	no	09/1994	Mar 22, 2012	Mar 1, 2017
RYAN, REGINA, ANN	CHIEF COMPLIANCE OFFICER	A	no	10/2004	Mar 22, 2012	Mar 1, 2017

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
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	n/a	Former SEC adviser	$217M	N	yes	n/a

Offices

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

City	State	Country	Employees	Also broker-dealer
Berwyn	Pa	United States	n/a	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
2016	Mar 1, 2017	$164M	$164M	8	8	n/a	n/a	n/a
2015	Mar 1, 2016	$168M	$168M	13	11	n/a	n/a	n/a
2014	Mar 12, 2015	$200M	$200M	13	13	n/a	n/a	n/a
2013	Mar 25, 2014	$182M	$182M	13	13	n/a	n/a	n/a
2012	Mar 5, 2013	$181M	$181M	15	15	n/a	n/a	n/a
2011	Mar 22, 2012	$187M	$187M	n/a	n/a	n/a	n/a	n/a

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
2016	$164M	$168M	-2.5%	$182M	-3.4%	8	13	n/a	n/a

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	2	Feb 22, 2017	Jul 12, 2016	MOORESVILLE, NC	Team lift out	Other	28.6%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.	2	Dec 31, 2018	Nov 16, 2012	BERWYN, PA	Team lift out	Other	33.3%

Relationships

Affiliated with (1)

→ AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.Registered adviserother investment adviser, common control
factForm ADV

Owns (4)

← FLATLEY, TIMOTHY, EDWARDOwnerFINANCIAL CONSULTANT, ownership code A, individual
Mar 22, 2012 to presentfactForm ADV
← RYAN, REGINA, ANNOwnerCHIEF COMPLIANCE OFFICER, ownership code A, individual
Mar 22, 2012 to presentfactForm ADV
← GAINES, KEVIN, MICHAELOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 12, 2015 to presentfactForm ADV
← GARGER, CHERYLOwnerSECRETARY, ownership code A, individual
Mar 22, 2012 to presentfactForm ADV

Controls (1)

← WHITE, JERRY, WILMEROwnerCHIEF EXECUTIVE OFFICER, ownership code C, individual
Mar 22, 2012 to presentfactForm ADV

Registered with (18)

← BRUCE DAVID HERMANNAdvisorregistration: previous registration
Nov 16, 2012 to Dec 31, 2017factForm ADV
← Stephanie White McCulloughAdvisorregistration: previous registration
Apr 20, 1998 to Dec 31, 2017factForm ADV
← JOHN JOSEPH IANNANTUONOAdvisorregistration: previous registration
Sep 14, 1995 to Dec 31, 2017factForm ADV
← TIMOTHY EDWARD FLATLEYAdvisorregistration: previous registration
Jan 3, 1995 to Oct 10, 2017factForm ADV
← KENNETH ROBERT SAMUELSONAdvisorregistration: previous registration
Dec 31, 2001 to Feb 22, 2017factForm ADV
← EALON SIDNEY THOMPSONAdvisorregistration: previous registration
Mar 16, 2016 to Feb 22, 2017factForm ADV
← JOHN WAYNE CHIDWICKAdvisorregistration: previous registration
Mar 16, 2016 to Feb 22, 2017factForm ADV
← ROBERT BARRY HAMILTONAdvisorregistration: previous registration
Feb 25, 2010 to Sep 1, 2016factForm ADV
← KEVIN FREDERICK HANSLEYAdvisorregistration: previous registration
Oct 12, 2011 to Nov 6, 2014factForm ADV
← JOHN WALLACE TONISSENAdvisorregistration: previous registration
Dec 31, 2001 to Oct 1, 2013factForm ADV
← DAVID SCOTT WELTONAdvisorregistration: previous registration
Dec 31, 2001 to Oct 1, 2013factForm ADV
← GEORGE DAVID ALEXANDERAdvisorregistration: previous registration
Jul 25, 2002 to Aug 12, 2010factForm ADV
← KENNETH DALE ANDERSONAdvisorregistration: previous registration
Dec 31, 2001 to Aug 12, 2010factForm ADV
← MICHELLE JENNIFER BLASSAdvisorregistration: previous registration
Jul 1, 2010 to Aug 12, 2010factForm ADV
← PHILIP JOHN FOGLIAdvisorregistration: previous registration
Jan 3, 1995 to Apr 2, 2008factForm ADV
← JAMES GERARD HAGENEYAdvisorregistration: previous registration
Mar 13, 1998 to Jun 6, 2007factForm ADV
← Peter Kent HooverAdvisorregistration: previous registration
Jan 3, 1995 to Aug 22, 2006factForm ADV
← JAMES MARSHALL BRUTONAdvisorregistration: previous registration
Jul 27, 1998 to Dec 14, 2005factForm ADV

Moved with (2)

→ AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.Registered adviser2 advisors, team lift out, same day
Feb 22, 2017 to Jul 12, 2016factForm ADV
← AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.Registered adviser2 advisors, team lift out, same day
Dec 31, 2018 to Nov 16, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd0c1668-4abc-a07e-c185-2eefcdc88dff
First observed: Mar 22, 2012
Last observed: Mar 1, 2017 116 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.

IFG RUSSELL ADVISORS INC

CRD 108677

BERWYN, PA

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:fd0c1668-4abc-a07e-c185-2eefcdc88dff

Data as of Mar 1, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WHITE, JERRY, WILMER

CHIEF EXECUTIVE OFFICER

yes

09/1994

Mar 22, 2012

Mar 1, 2017

FLATLEY, TIMOTHY, EDWARD

FINANCIAL CONSULTANT

09/1994

Mar 22, 2012

Mar 1, 2017

GAINES, KEVIN, MICHAEL

CHIEF INVESTMENT OFFICER

03/2014

Mar 12, 2015

Mar 1, 2017

GARGER, CHERYL

Secretary

09/1994

Mar 22, 2012

Mar 1, 2017

RYAN, REGINA, ANN

CHIEF COMPLIANCE OFFICER

10/2004

Mar 22, 2012

Mar 1, 2017

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

n/a

Former SEC adviser

$217M

yes

n/a

City

State

Country

Employees

Also broker-dealer

Berwyn

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Mar 1, 2017

$164M

n/a

2015

Mar 1, 2016

$168M

n/a

2014

Mar 12, 2015

$200M

n/a

2013

Mar 25, 2014

$182M

n/a

2012

Mar 5, 2013

$181M

n/a

2011

Mar 22, 2012

$187M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$164M

$168M

-2.5%

$182M

-3.4%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Feb 22, 2017

Jul 12, 2016

MOORESVILLE, NC

Team lift out

Other

28.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERICAN FINANCIAL MANAGEMENT GROUP, LTD.

Dec 31, 2018

Nov 16, 2012

BERWYN, PA

Team lift out

Other

33.3%