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
Ils Advisory Services, LLC
Latest filing Mar 23, 2026
First filing on the tape Sep 26, 2024 · 4 filings
SEC status approved since Oct 25, 2024
RAUM
$1.6B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
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
4 filings and snapshots on the tape
RAUM$1.6B as of Mar 23, 2026
Feb 24, 2025$1.2B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 23, 2026
Feb 24, 20250 then
Employees (5.A)6 as of Mar 23, 2026
Feb 24, 20256 then
Private funds: no history
RAUM +33% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $144MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +33%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.6B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 11reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R Marshall Abbott · Chief Executive Officercontrolsince 03/2009 · owns less than 5%
- J. Michael Prather · Chief Compliance Officercontrolsince 07/2008 · owns less than 5%
- R Marshall Abbott · Membercontrolsince 09/2016 · owns 75% or more of Institutional Life Holdings, LLC
Entity owners
- Institutional Life Holdings, LLC · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 23, 2026discretionary share of RAUM of 0% against a peer median of 100% (1506 comparable advisers, 0.0th percentile, 33.7 robust deviations)peers: asset managers, $1B to $5B (1,506) · 0.0% percentile
- institutional asset share shiftChange between filings · filing Mar 23, 2026institutional share of RAUM moved from 100.0% to 0.0% between the annual amendments of 2025-02-24 and 2026-03-23peers: asset managers, $1B to $5B (1,506)
What changed
consecutive filings, newest first
- Accounts · 6 to 11Sep 30, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $1.7B to $1.6BSep 30, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $1.7B to $1.6BSep 30, 2025 to Mar 23, 2026
- RAUM · $1.7B to $1.6BSep 30, 2025 to Mar 23, 2026
- Pooled vehicle clients · unset to 2.0Feb 24, 2025 to Sep 30, 2025
- Non-discretionary RAUM · $1.2B to $1.7BFeb 24, 2025 to Sep 30, 2025
- Pooled vehicle RAUM · unset to 1665343255.0Feb 24, 2025 to Sep 30, 2025
- RAUM · $1.2B to $1.7BFeb 24, 2025 to Sep 30, 2025
- Accounts · 0 to 6Sep 26, 2024 to Feb 24, 2025
- Financial planning clients · unset to Sep 26, 2024 to Feb 24, 2025
- Non-discretionary RAUM · $0 to $1.2BSep 26, 2024 to Feb 24, 2025
- RAUM · $0 to $1.2BSep 26, 2024 to Feb 24, 2025
Signals
2 dated events
- Ils Advisory Services, Llc reported RAUM $1.7B, up 40% from $1.2B (2025-02-24 to 2025-09-30)Sep 30, 2025 · RAUM change · derived
- Ils Advisory Services, Llc filed its initial SEC registration (Form ADV)Sep 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
- Firm profile
- linkedin.com/company/institutional-life-services/?viewAsMembreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ils-us.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 804-399-0344reportedpublic record, Form ADV, Mar 23, 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
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026