Investment Advisors Group, Llc
- Regulatory AUM
- $60.4M
- Discretionary
- $0
- Clients
- 265
- Avg AUM / client
- $228K
- Accounts
- 265
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 248 | $33.9M | 56.2% |
| High net worth individuals | 11 | $23.7M | 39.2% |
| Pension and profit sharing plans | 2 | $571K | 0.94% |
| Charitable organizations | 3 | $1.7M | 2.88% |
| Corporations and other businesses | 1 | $511K | 0.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| The Vanir 401(k) Plan Vanir Group Of Companies, Inc. | 2024 | |
| Ijag 401(k) Profit Sharing Plan Iowa Jobs For America's Graduates, Inc. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Craig Steven Albers | Owner & Chief Compliance Officer | CFP | Aug 2021 (5y) | 75% or more |
| Nathan C Mc Combs | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% 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.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| The Vanir 401(k) Plan | Vanir Group Of Companies, Inc. | 300 | $55.5M | 01/01/2024 |
| Ijag 401(k) Profit Sharing Plan | Iowa Jobs For America's Graduates, Inc. | 195 | $2.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/05/2026 | 989 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- LPL Financial $60.4M (100% of AUM) Jun 2026
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: Jun 05, 2026.
View current Form ADV (SEC/IAPD) ↗