Investment adviser · CRD 147518
INSIGHT FINANCIAL SERVICES
Investment adviser filing (IA)
IFS ADVISORS, LLC
OVERLAND PARK, KS, United States · Form ADV filed Jul 1, 2026
- Regulatory AUM
- $214M Form ADV · Item 5.F
- Client accounts
- 905 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 130 | $137,848,981 | 64.5% |
| Individuals | 314 | $75,973,223 | 35.5% |
Filing source
Form ADV 2116428 · Jul 1, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 1, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
7101 COLLEGE BLVD., SUITE 740OVERLAND PARK, KS, 66210, United States
CRD 147518
Filing source
Form ADV 2116428 · Jul 1, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.