$1.1B Total AUM
$1.0B Disc. AUM
40.8% 3Y CAGR
38 Employees
4,610 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Empower · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Eagle
- Established Date
- 11-13-2017
- Office Locations
- 10
Office Locations
10757 S Riverfront Pkwy Suite 125 South Jordan UT
10813 S Riverfront Parkway Suite 125 South Jordan UT
10813 S. River Front Parkway Suite 100 South Jordan UT
About Ignite Planners LLC
Ignite Planners LLC is a CA-based advisory firm providing asset management and financial planning (retirement, tax and estate planning, insurance). Portfolios lean heavily on ETFs and index funds with risk-managed asset allocation. Works across retail and institutional channels and can custody at Charles Schwab. Distinctive model: flat monthly fee backed by 20+ years of BD and advisory compliance/operations experience.
Team overview
48 AVG AGE
$29.9M AVG AUM / ADVISOR
$246.6K AVG AUM / CLIENT
3.3 yrs AVG TENURE
38 Employees
38 Advisory Reps
22 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Bridge Ember Optima crest Vertex Radial timber Fusion eagle Foundation
Client Personas
Oak value
Custodian
Ember peak
Investment Themes
Capital Catalyst Vital
Investment Vehicles
Horizon optima Value
Platform
Summit harbor
Services
Beacon radial Harbor Zenith fusion Signal glacier Eagle Alpha harbor Alpha beacon Legacy Alpha Prime signal
Technology
Atlas fusion
Owner & Executives
D
DAVID JOHN ALLRED
Advisor, Managing Member
- CRD
- #2496873
- Ownership
- 25% but less than 50%
(414) 709-4552
bridge.summit@momentumcapital.com
in linkedin.com/in/summit-frontier
GREGORY HOWARD COOLEY
Managing Member
- CRD
- #2876905
- Ownership
- 25% but less than 50%
(459) 312-8054
peak.crest@unisoncapital.com
in linkedin.com/in/vector-legacy
O
Oak foundation
Prime insight
- CRD
- #67077
- Ownership
- 30.6%
(348) 707-4953
beacon.beacon@signalcapital.com
in linkedin.com/in/crest-delta
Showing 2 of 5 owners & executives
Unlock allContacts
C
CHACE TEJLER ADAMS
--
- CRD
- #6515855
(654) 812-7837
glacier.ridge@legacycapital.com
in linkedin.com/in/fusion-pathway
J
Jacob Teancum Allred
--
- CRD
- #7123577
(743) 916-9911
vital.unison@fusioncapital.com
in linkedin.com/in/wave-wave
B
Beacon pathway
Vertex vital legacy
- CRD
- #92618
(255) 486-8605
beacon.pioneer@frontiercapital.com
in linkedin.com/in/momentum-matrix
Showing 2 of 25 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,003,953,564 | $238,129 |
| Non-Discretionary | $132,992,997 | $334,153 |
| Total | $1,136,946,561 | $246,412 |
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Separately Managed Accounts
Total SMA Asset: $1,136,946,561
Equity - Exchange:
6.0% Public Funds:
14.4% Cash:
19.2% Equity - OTC:
7.9% Derivatives:
19.3% U.S. Government/Agency:
12.3% Corporate - Non-Investment Grade:
7.7% Sovereign Bonds:
13.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $192,046,019 | 6.0% |
| Public Funds | $460,910,445 | 14.4% |
| Cash | $614,547,259 | 19.2% |
| Equity - OTC | $252,860,591 | 7.9% |
| Derivatives | $617,748,026 | 19.3% |
| U.S. Government/Agency | $393,694,338 | 12.3% |
| Corporate - Non-Investment Grade | $246,459,057 | 7.7% |
| Sovereign Bonds | $422,501,241 | 13.2% |
| Total | $3,200,766,976 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION HORIZON | LEGACY VERTEX | 1813KTLII | HIMNT | 8.39% | $87,150,258 |
| TIMBER EMBER MERIDIAN | FRONTIER EAGLE | MWP6M4LUW | VLPXP | 1.18% | $19,988,128 |
| OPTIMA SIGNAL | VERTEX TIMBER | NMV0LHUD9 | OOBB | 4.55% | $67,980,408 |
| VERTEX OPTIMA CREST | CAPITAL PEAK | SZYO2VDQJ | NIJ | 1.23% | $43,011,703 |
| ELEMENT PRIME | NORTH FOCUS | UCVAUGKVP | GDHA | 2.25% | $20,171,326 |
| SUMMIT FOUNDATION | TIMBER FUSION | 8JQSTNFQF | DUH | 1.96% | $61,730,099 |
| CATALYST BRIDGE | MERIDIAN UNISON | 0DTTNMFKT | FLHDI | 1.70% | $107,612,211 |
| INSIGHT RIDGE MATRIX | PATHWAY PATHWAY | 7XDRF4EKX | LUZG | 9.46% | $110,202,399 |