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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Catalyst radial
- Established Date
- 09-12-1979
- Office Locations
- 340
Office Locations
About Independent Financial Group, LLC
Independent Financial Group (IFG) is an independent broker-dealer and RIA supporting independent advisors with practice development and succession planning, product/platform support, marketing, and dedicated transitions services. Advisors use a broad shelf spanning ETFs, mutual funds, fixed income, and insurance/annuities, with clearing through Pershing. IFG also runs an industry-leading tech and virtual assistant program and has ranked #2 for overall satisfaction in the WealthManagement.com IBD report card.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Scott Earle Davis
Chief Financial Officer, Finop
- CRD
- #7160800
- Ownership
- Less than 5%
Brian Dennen
Chief Compliance Officer
- CRD
- #3239786
- Ownership
- Less than 5%
Value horizon
Fusion meridian atlas
- CRD
- #13901
- Ownership
- 14.7%
Showing 2 of 7 owners & executives
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Nicholas Paul Abbott
Co-founder
- CRD
- #4818301
KYLE DAVID ADDINGTON
Wealth Advisor
- CRD
- #2843482
Ember beacon
Peak delta summit
- CRD
- #57461
Showing 2 of 638 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,720,534,544 | $233,361 |
| Non-Discretionary | $204,901,257 | $464,629 |
| Total | $12,925,435,801 | $235,217 |
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Separately Managed Accounts
Total SMA Asset: $12,925,435,801
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $575,544,578 | 12.1% |
| Corporate - Investment Grade | $818,129,483 | 17.2% |
| Municipal Bonds | $865,695,150 | 18.2% |
| Public Funds | $589,814,278 | 12.4% |
| Cash | $604,083,978 | 12.7% |
| U.S. Government/Agency | $646,893,079 | 13.6% |
| Other | $656,406,213 | 13.8% |
| Total | $4,756,566,759 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT ALPHA VALUE | CAPITAL HORIZON | I4ZGXXP7Z | TJU | 4.95% | $7,975,845 |
| FRONTIER FOCUS MERIDIAN | BRIDGE FOCUS | E2B63AYLS | CATKS | 10.87% | $88,722,067 |
| RIDGE PEAK NORTH | EMBER CAPITAL | VP3BLY0T7 | XCTK | 9.13% | $74,481,866 |
| MOMENTUM MERIDIAN SIGNAL | NORTH WAVE | G99GA90NU | WXI | 12.19% | $38,536,916 |
| QUANTUM CATALYST VECTOR | VALUE FOCUS | LYCH2BUX7 | UTWNX | 6.43% | $41,325,870 |
| WAVE EAGLE PRIME | NORTH LEGACY | E5WEAD2AF | ZMSXY | 1.07% | $12,619,353 |
| INSIGHT CREST RADIAL | UNISON FOCUS | 6GZO7JUGZ | DWINV | 0.78% | $34,267,823 |
| VECTOR DELTA EAGLE | HARBOR FUSION | VZX3I8JK9 | KJSK | 4.84% | $94,859,369 |