DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Ibn Advisory Services, Inc.
Latest filing Aug 27, 2026
First filing on the tape Apr 30, 2018 · 33 filings
SEC status approved since May 31, 2018
RAUM
$69.8M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
90%
$62.8M individuals and HNW
Advisors
8
registered through the firm on IAPD
RAUM per advisor
$8.7M
derived; firm RAUM over IAPD count
Employees
8
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$69.8M as of Aug 27, 2026
Apr 30, 2019$41.4M then
HNW client RAUM$11.9M as of Aug 27, 2026
Apr 30, 2019$7.1M then
State-registered IARs (5.B.3)7 as of Aug 27, 2026
Apr 30, 20191 then
Employees (5.A)8 as of Aug 27, 2026
Apr 30, 20193 then
Private funds: no history
RAUM -62% over the last fiscal year-23% a year over threeIARs 1 to 7
Practice profile
derived from the filing of Aug 27, 2026; every figure names its basis
Archetypes, each a printed rule
- Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM
- RAUM per advisor
- $8.7MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.4MderivedHNW RAUM over HNW clients
- Average account
- $332,433derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 6.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 8.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -62%derivedbetween the last two annual amendments
- Advisor growth, one year
- +600%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -87%derived
- Compensation
- percentage of assets, hourlyreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- is an insurance broker or agent (6.A.6)
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$51.0M73%
- High-net-worth individuals$11.9M17%
- Pension and profit-sharing plans$2.8M4.0%
- Corporations and businesses$2.8M4.0%
- Charitable organizations$1.4M2.0%
- Individual clients
- 192reported
- HNW clients
- 5reported
- Pension plan clients
- 0reported
- Charitable clients
- n/areported
- Accounts
- 210reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=0.9 fund_share=0.0 institutional_share=0.06 related_bd=true related_bank=false bd_reps=7.0derived
Advisors registered through the firm
8 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Robert Mark Star | Bluffton, Sc | Dec 18, 2020 | 27 y | 4 |
| F William Libardoni | Salem, Ma | Oct 19, 2022 | 46 y | 2 |
| Joseph Edward Storzinger | Liverpool, Ny | Jan 23, 2023 | 21 y | 1 |
| James Leonard Van Grouw | Bluffton, Sc | Feb 27, 2024 | 18 y | 3 |
| Thomas Colgate Pyle | Fair Haven, Vt | Apr 1, 2024 | 43 y | 1 |
| William Francis Bonk | Framingham, Ma | Oct 17, 2024 | 25 y | 1 |
| George Allen Yackey Jr | Liverpool, Ny | Feb 4, 2025 | 24 y | 8 |
| Drew Morgan Marinelli | Anaheim Hills, Ca | Apr 18, 2025 | 11 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 13% of current headcount2 left over 36 months
Left, latest
- Kyle Thomas Kadish to Ibn Financial Services, IncJan 21, 2026 · RIA to RIA
- Austin Bickford King to StrongholdAug 11, 2025 · RIA to a state-registered adviser
- Timothy Daniel Nihill to Independent Financial PartnersAug 15, 2023 · RIA to affiliated broker-dealer or bank
- Peter Scida to World Investment Advisors, LLCFeb 6, 2023 · Other
Joined, latest
- Drew Morgan Marinelli from Gerber Kawasaki Wealth & Investment ManagementApr 18, 2025 · RIA to RIA
- George Allen Yackey Jr from Summit Global Investments, LLCFeb 4, 2025 · RIA to RIA
- Kyle Thomas Kadish from Trust Advisory Group LtdOct 30, 2023 · RIA to RIA
- Joseph Edward Storzinger from Ameriprise Financial Services, LLCJan 23, 2023 · Affiliated broker-dealer or bank to independent RIA
- Timothy Daniel Nihill from Ibn Financial Services, IncDec 13, 2022 · RIA to RIA
- Austin Bickford King from Sutter Capital Partners, LLCApr 8, 2022 · Other
- Peter Scida from Ibn Financial Services, IncApr 13, 2021 · RIA to RIA
- Robert Mark Star from Starvangrouw FinancialDec 18, 2020 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Ryan Christopher Avery · Coocontrolsince 04/2018 · owns 25% to 50%
- James Richard Carlesco · Ceocontrolsince 04/2018 · owns 50% to 75%
- Edward Timothy Evans · Ccosince 04/2018 · owns 5% to 10%
Related persons
Schedule D 7.A
- Ibn Financial Services, Incbroker-dealerinvestment adviserreal estateyRAUM $87.7M
Advisers that list Ibn Advisory Services, Inc. as a related person
- 42360 y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Liverpool, Ny · principal | 8 | 0 | 1 | ||
| Anaheim Hills, Ca | 2 | 0 | 0 | ||
| Bluffton, Sc | 2 | 0 | 0 | ||
| Newport Beach, Ca | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
4 against comparable advisers; where to look, not conclusions
- clients down average size upCombination · filing Apr 19, 2026private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $184,948,056 to $69,811,000, advisors 1 to 7, private clients 1503 to 197, offices 0 to 0 (2025-03-21 to 2026-04-19)peers: independent wealth managers, under $100M (704)
- account count collapseChange between filings · filing Apr 19, 2026accounts (Item 5.F.2.f) moved from 1,524.0 to 210.0 (-86.0%) between the annual amendments of 2025-03-21 and 2026-04-19; the peer median change was +2.0% (136 comparable advisers, 2.0th percentile of changes)peers: independent wealth managers, under $100M (136) · 2.2% percentile
- client count collapseChange between filings · filing Apr 19, 2026individual and HNW clients (Item 5.D) moved from 1,503.0 to 197.0 (-87.0%) between the annual amendments of 2025-03-21 and 2026-04-19; the peer median change was 0.0% (120 comparable advisers, 1.0th percentile of changes)peers: independent wealth managers, under $100M (120) · 0.8% percentile
- RAUM down 50 %Change between filings · filing Apr 19, 2026RAUM (Item 5.F) moved from $184,948,056 to $69,811,000 (-62.0%) between the annual amendments of 2025-03-21 and 2026-04-19; the peer median change was +8.0% (219 comparable advisers, 6.0th percentile of changes)peers: independent wealth managers, under $100M (219) · 5.5% percentile
What changed
consecutive filings, newest first
- Accounts · 1,524 to 210Mar 21, 2025 to Apr 19, 2026
- Advisory employees · 4 to 8Mar 21, 2025 to Apr 19, 2026
- BD registered reps · 4 to 7Mar 21, 2025 to Apr 19, 2026
- Charity clients · 6.0 to unsetMar 21, 2025 to Apr 19, 2026
- Corporate clients · 9.0 to unsetMar 21, 2025 to Apr 19, 2026
- HNW clients · 40 to 5Mar 21, 2025 to Apr 19, 2026
- Individual clients · 1,463 to 192Mar 21, 2025 to Apr 19, 2026
- Pension plan clients · 6 to 0Mar 21, 2025 to Apr 19, 2026
- Employees · 7 to 8Mar 21, 2025 to Apr 19, 2026
- Insurance-licensed employees · 0 to 2Mar 21, 2025 to Apr 19, 2026
- State-registered IARs · 1 to 7Mar 21, 2025 to Apr 19, 2026
- Discretionary RAUM · $185M to $69.8MMar 21, 2025 to Apr 19, 2026
- HNW RAUM · $31.4M to $11.9MMar 21, 2025 to Apr 19, 2026
- Individual RAUM · $135M to $51.0MMar 21, 2025 to Apr 19, 2026
- Pension RAUM · $7.4M to $2.8MMar 21, 2025 to Apr 19, 2026
- RAUM · $185M to $69.8MMar 21, 2025 to Apr 19, 2026
- Accounts · 1,734 to 1,524Mar 21, 2024 to Mar 21, 2025
- Charity clients · 5 to 6Mar 21, 2024 to Mar 21, 2025
- Corporate clients · 8 to 9Mar 21, 2024 to Mar 21, 2025
- Individual clients · 1,678 to 1,463Mar 21, 2024 to Mar 21, 2025
- Pension plan clients · 7 to 6Mar 21, 2024 to Mar 21, 2025
- Financial planning clients · 0 to 0Mar 21, 2024 to Mar 21, 2025
- Discretionary RAUM · $156M to $185MMar 21, 2024 to Mar 21, 2025
- HNW RAUM · $31.1M to $31.4MMar 21, 2024 to Mar 21, 2025
- Individual RAUM · $101M to $135MMar 21, 2024 to Mar 21, 2025
- Pension RAUM · $11.4M to $7.4MMar 21, 2024 to Mar 21, 2025
- RAUM · $156M to $185MMar 21, 2024 to Mar 21, 2025
- Accounts · 1,742 to 1,734Oct 31, 2023 to Mar 21, 2024
- HNW clients · 42 to 40Oct 31, 2023 to Mar 21, 2024
- Individual clients · 1,680 to 1,678Oct 31, 2023 to Mar 21, 2024
- Discretionary RAUM · $155M to $156MOct 31, 2023 to Mar 21, 2024
- HNW RAUM · $31.2M to $31.1MOct 31, 2023 to Mar 21, 2024
- Individual RAUM · $102M to $101MOct 31, 2023 to Mar 21, 2024
- Pension RAUM · $11.2M to $11.4MOct 31, 2023 to Mar 21, 2024
- RAUM · $155M to $156MOct 31, 2023 to Mar 21, 2024
- Accounts · 2,641 to 1,742Apr 17, 2022 to Mar 31, 2023
- Charity clients · 6 to 5Apr 17, 2022 to Mar 31, 2023
- Corporate clients · 10 to 8Apr 17, 2022 to Mar 31, 2023
- HNW clients · 56 to 42Apr 17, 2022 to Mar 31, 2023
- Individual clients · 1,268 to 1,680Apr 17, 2022 to Mar 31, 2023
Signals
7 dated events
- Ibn Advisory Services, Inc. reported RAUM $69.8M, down 62% from $184.9M (2025-03-21 to 2026-04-19)Apr 19, 2026 · RAUM change · derived
- Kyle Thomas Kadish left Ibn Advisory Services, Inc. for Ibn Financial Services, Inc (registered 2023-11-06)Jan 21, 2026 · Advisor changed firm · fact
- Austin Bickford King left Ibn Advisory Services, Inc. for Stronghold (registered 2025-09-09)Aug 11, 2025 · Advisor changed firm · fact
- Timothy Daniel Nihill left Ibn Advisory Services, Inc. for Independent Financial Partners (registered 2023-08-01)Aug 15, 2023 · Advisor changed firm · fact
- Peter Scida left Ibn Advisory Services, Inc. for World Investment Advisors, Llc (registered 2023-02-07)Feb 6, 2023 · Advisor changed firm · fact
- Ibn Advisory Services, Inc. reported RAUM $203.1M, up 180% from $72.5M (2022-02-02 to 2022-03-28)Mar 28, 2022 · RAUM change · derived
- Ibn Advisory Services, Inc. filed its initial SEC registration (Form ADV)Apr 30, 2018 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 315-652-4426reportedpublic record, Form ADV, Aug 27, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $8.7Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026