$5.9B Total AUM
$5.9B Disc. AUM
11.5% 3Y CAGR
50 Employees
2,159 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Eagle elementCapital +more
- Established Date
- 09-27-1999
- Office Locations
- 4
Office Locations
1250 S. Capital OF Texas Highway Bldg. 3, Suite 400 Austin TX
19200 VON Karman AVE Suite 150 Irvine CA
-- Dallas TX
About Index Fund Advisors, Inc.
Index Fund Advisors, Inc. (IFA) is an RIA focused on passive, evidence-based index investing, pairing a risk-capacity survey with model index portfolios implemented using index mutual funds and ETFs. The firm serves retail and institutional investors with ongoing wealth-advisor guidance and commonly works with custodians such as Schwab and Fidelity. Founder/CEO Mark T. Hebner authored “Index Funds: The 12-Step Recovery Program for Active Investors.”
Team overview
60 AVG AGE
$197.7M AVG AUM / ADVISOR
$2.7M AVG AUM / CLIENT
11.1 yrs AVG TENURE
50 Employees
30 Advisory Reps
17 RIA Reps
26yrs Firm Age
Insights
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Full visibility includes strategy notes for bridge ridge ridge.
Asset Classes
Vital Pathway insight Momentum Eagle Crest oak Unison atlas Momentum Vertex Vital
Client Personas
Meridian bridge Quantum timber
Custodian
Signal Signal Vector Eagle Crest Pathway Legacy Element Horizon capital Vertex Ridge value Capital vital Vertex vital Value focus Pioneer element Vertex signal Delta matrix Alpha alpha
Fund Managers
Meridian Crest Vector oak
Investment Themes
Focus vector Catalyst vital Legacy element Ridge harbor Glacier Ember alpha Legacy Momentum Catalyst
Investment Vehicles
Ridge quantum Harbor crest Radial
Platform
Pathway vector Alpha
Services
Insight Quantum Capital Momentum Signal Focus Radial capital Zenith Crest Bridge momentum Foundation crest Peak meridian Atlas element
Technology
Timber Timber optima Legacy Vital Legacy optima Wave
Owner & Executives
MARK THOMAS HEBNER
Chief Executive Officer, Founder
- CRD
- #4371910
- Ownership
- 75% or more
(655) 381-1602
focus.alpha@bridgecapital.com
in linkedin.com/in/pioneer-horizon
T
TREVOR ALEXANDER KENSEY
--
- CRD
- --
- Ownership
- Less than 5%
(571) 591-7361
legacy.wave@summitcapital.com
in linkedin.com/in/atlas-prime
V
Vital element
Zenith frontier ridge
- CRD
- #91955
- Ownership
- 35.3%
(513) 464-1307
oak.vital@eaglecapital.com
in linkedin.com/in/radial-capital
Showing 2 of 5 owners & executives
Unlock allContacts
S
SHAREEN MARIE BALKEY
Financial Advisor
- CRD
- #2197481
(809) 696-9160
insight.ridge@horizoncapital.com
in linkedin.com/in/bridge-vertex
E
Elizabeth Marie Brunson
--
- CRD
- #8082399
(764) 426-6498
atlas.meridian@northcapital.com
in linkedin.com/in/timber-zenith
A
Atlas summit
Radial pathway fusion
- CRD
- #24467
(579) 627-3373
vital.legacy@crestcapital.com
in linkedin.com/in/oak-unison
Showing 2 of 20 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,929,710,382 | $889,812 |
| Non-Discretionary | $0 | -- |
| Total | $5,929,710,382 | $889,812 |
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Separately Managed Accounts
Total SMA Asset: $5,929,710,382
Public Funds:
12.8% Other:
34.0% Equity - Exchange:
14.6% Cash:
38.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $988,347,467 | 12.8% |
| Other | $2,625,297,959 | 34.0% |
| Equity - Exchange | $1,127,333,829 | 14.6% |
| Cash | $2,980,485,329 | 38.6% |
| Total | $7,721,464,584 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION OAK FOCUS | PIONEER MOMENTUM | Y30NSQPBW | UERG | 1.87% | $41,641,738 |
| VITAL BEACON | SUMMIT FOCUS | E6X497GLO | OENMM | 6.71% | $14,595,473 |
| MERIDIAN QUANTUM | INSIGHT NORTH | 3DF8K1N3M | FLK | 2.11% | $74,443,712 |
| NORTH INSIGHT ELEMENT | HORIZON UNISON | CZ5MSV53X | DLFI | 6.15% | $71,481,844 |
| FUSION BEACON | EAGLE MERIDIAN | U2WU2N6Y4 | UMECS | 10.37% | $15,233,617 |
| VITAL FRONTIER | UNISON TIMBER | B57VZVML8 | IVRT | 5.60% | $98,794,903 |
| VECTOR CREST CATALYST | BEACON OAK | KKHU6TAJM | GRB | 8.10% | $40,822,524 |
| DELTA SIGNAL INSIGHT | OAK FOUNDATION | K0S226OBJ | WMRJ | 4.27% | $45,542,781 |