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
Ifs Group
Legal name Ifs Group, LLC
Latest filing Jul 7, 2026
First filing on the tape Jan 26, 2024 · 11 filings
SEC status approved since Feb 29, 2024
RAUM
$240M
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
100%
$240M individuals and HNW
Advisors
6
registered through the firm on IAPD
RAUM per advisor
$40.0M
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$240M as of Jul 7, 2026
Jan 29, 2025$210M then
HNW client RAUM$115M as of Jul 7, 2026
Jan 29, 2025$115M then
State-registered IARs (5.B.3)6 as of Jul 7, 2026
Jan 29, 20257 then
Employees (5.A)6 as of Jul 7, 2026
Jan 29, 20257 then
Private funds: no history
RAUM +14% over the last fiscal yearIARs 7 to 6
Practice profile
derived from the filing of Jul 7, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $40.0MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $697,674derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 6.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -14%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +14%derived
- Compensation
- percentage of assets, hourly, otherreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Wrap fee program
- $115MreportedItem 5.I
- 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)
- compensates persons for client referrals (8.G.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Individuals$125M52%
- High-net-worth individuals$115M48%
- Individual clients
- 195reported
- HNW clients
- 72reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 344reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $95.0M sponsored, $125M managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, hourlyreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=6.0derived
Advisors registered through the firm
6 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Brent Russell Guthrie | Lancaster, Pa | May 7, 2012 | 16 y | 1 |
| Joseph Eugene Krichten | Mechanicsburg, Pa | Sep 14, 2016 | 31 y | 0 |
| Martin Edward LeonardCertified Financial Planner | Mechanicsburg, Pa | Nov 8, 2017 | 22 y | 3 |
| Joseph Anthony Perretta | Mechanicsburg, Pa | Jun 28, 2019 | 16 y | 2 |
| Andrew Kenneth FryCertified Financial Planner | Mechanicsburg, Pa | Jul 1, 2024 | 11 y | 0 |
| Kenneth Walter FryCertified Financial Planner | Mechanicsburg, Pa | Jul 2, 2024 | 31 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- Kenneth Walter Fry from Sfc Wealth Advisors, Inc.Jul 2, 2024 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Eugene Joseph Krichten · Managing Member & Chief Compliance Officercontrolsince 02/2002 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Mechanicsburg, Pa · principal | 6 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 297 to 344Jan 29, 2025 to Feb 23, 2026
- Advisory employees · 7 to 6Jan 29, 2025 to Feb 23, 2026
- BD registered reps · 7 to 6Jan 29, 2025 to Feb 23, 2026
- HNW clients · 59 to 72Jan 29, 2025 to Feb 23, 2026
- Individual clients · 175 to 195Jan 29, 2025 to Feb 23, 2026
- Employees · 7 to 6Jan 29, 2025 to Feb 23, 2026
- State-registered IARs · 7 to 6Jan 29, 2025 to Feb 23, 2026
- Discretionary RAUM · $170M to $210MJan 29, 2025 to Feb 23, 2026
- Individual RAUM · $95.0M to $125MJan 29, 2025 to Feb 23, 2026
- Non-discretionary RAUM · $40.0M to $30.0MJan 29, 2025 to Feb 23, 2026
- RAUM · $210M to $240MJan 29, 2025 to Feb 23, 2026
- Wrap assets (manager) · $12.5M to $125MJan 29, 2025 to Feb 23, 2026
- Wrap assets (sponsor) · $85.0M to $95.0MJan 29, 2025 to Feb 23, 2026
- Accounts · 290 to 297Oct 10, 2024 to Jan 29, 2025
- HNW clients · 55 to 59Oct 10, 2024 to Jan 29, 2025
- Individual clients · 180 to 175Oct 10, 2024 to Jan 29, 2025
- Financial planning clients · 0 to 1-10Oct 10, 2024 to Jan 29, 2025
- Discretionary RAUM · $160M to $170MOct 10, 2024 to Jan 29, 2025
- HNW RAUM · $110M to $115MOct 10, 2024 to Jan 29, 2025
- Individual RAUM · $90.0M to $95.0MOct 10, 2024 to Jan 29, 2025
- RAUM · $200M to $210MOct 10, 2024 to Jan 29, 2025
- Wrap assets (manager) · $0 to $12.5MOct 10, 2024 to Jan 29, 2025
- Wrap assets (sponsor) · $0 to $85.0MOct 10, 2024 to Jan 29, 2025
- Advisory employees · 14 to 7Jul 3, 2024 to Oct 10, 2024
- BD registered reps · 14 to 7Jul 3, 2024 to Oct 10, 2024
- Employees · 14 to 7Jul 3, 2024 to Oct 10, 2024
- State-registered IARs · 14 to 7Jul 3, 2024 to Oct 10, 2024
- Wrap assets (manager) · $115M to $0Jul 3, 2024 to Oct 10, 2024
- Wrap assets (sponsor) · $85.0M to $0Jul 3, 2024 to Oct 10, 2024
- Advisory employees · 7 to 14Jun 20, 2024 to Jul 3, 2024
- BD registered reps · 7 to 14Jun 20, 2024 to Jul 3, 2024
- Employees · 7 to 14Jun 20, 2024 to Jul 3, 2024
- State-registered IARs · 7 to 14Jun 20, 2024 to Jul 3, 2024
- Accounts · 0 to 290Mar 28, 2024 to Jun 17, 2024
- Charity clients · unset to 0.0Mar 28, 2024 to Jun 17, 2024
- Corporate clients · unset to 0.0Mar 28, 2024 to Jun 17, 2024
- HNW clients · unset to 55.0Mar 28, 2024 to Jun 17, 2024
- Individual clients · unset to 180.0Mar 28, 2024 to Jun 17, 2024
- Pension plan clients · unset to 0.0Mar 28, 2024 to Jun 17, 2024
- Pooled vehicle clients · unset to 0.0Mar 28, 2024 to Jun 17, 2024
Signals
2 dated events
- Philip Stephen Gift (Member) no longer on Schedule A of Ifs Group (listed 2024-06-17, absent 2024-06-20)Jun 20, 2024 · Control person left · inference
- Ifs Group filed its initial SEC registration (Form ADV)Jan 26, 2024 · 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
- Business email
- hello@ifsgroup1.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 717-766-1144reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 717-766-3361reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 877-392-2949reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- linkedin.com/company/ifs-group-1/posts/?feedView=allreportedpublic record, Form ADV, Sep 18, 2026
- Website
- ifsgroup1.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 717-766-1144reportedpublic record, Form ADV, Jul 7, 2026
- Contact form
- ifsgroup1.com/contactreportedpublished by the firm, firm site, Sep 16, 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
- $40.0Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026