Ibn Advisory Services, Inc.
- Regulatory AUM
- $69.8M
- Discretionary
- $69.8M
- Clients
- 197
- Avg AUM / client
- $354K
- Accounts
- 210
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Jul 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 192 | $51.0M | 73.0% |
| High net worth individuals | 5 | $11.9M | 17.0% |
| Pension and profit sharing plans | 0 | $2.8M | 4.02% |
| Charitable organizations | Fewer than 5 clients | $1.4M | 2.01% |
| Corporations and other businesses | Fewer than 5 clients | $2.8M | 3.97% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Ryan Avery | Coo | Apr 2018 (8y) | 25% – 50% | |
| Evans, Timothy, Edward | Cco | Apr 2018 (8y) | 5% – 10% | |
| Richard James Carlesco | Ceo | Apr 2018 (8y) | 50% – 75% | |
| Robert Mark Star | Registered representative | Dec 2020 (6y) | ||
| F William Libardoni | Registered representative | Jan 2023 (4y) | ||
| Joseph Edward Storzinger | Registered representative | Jan 2023 (4y) | ||
| Thomas Colgate Pyle | Registered representative | Apr 2024 (2y) | ||
| James Leonard Van Grouw | Registered representative | Jan 2025 (2y) | ||
| George Allen Yackey Jr | Registered representative | Feb 2025 (1y) | ||
| Drew Morgan Marinelli | Registered representative | Apr 2025 (1y) | ||
| William Francis Bonk | Registered representative | Apr 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/13/2026 | 986 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Goldman Sachs $112M (60% of AUM) Mar 2025
- Charles Schwab & Co. $65.5M (94% of AUM) Jul 2026
- Axos Clearing $15.1M (10% of AUM) Oct 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 13, 2026.
View current Form ADV (SEC/IAPD) ↗