Independent Financial Group

Independent Financial Group operates as an independent broker-dealer and registered investment advisor platform. It is not a single-family office, private equity firm, or discretionary asset manager. The firm provides the regulatory umbrella, clearing relationships, and back-office technology that independent financial advisors use to run their own practices. Its core business is advisor affiliation, not proprietary investing.

No. Independent Financial Group functions as a platform for individual financial advisors. Those advisors — not IFG itself — manage client portfolios and relationships. Institutional allocators and family offices would engage directly with the bank or trust arms listed on the Altss platform rather than with IFG in a manager-selection capacity. The firm is categorized as a wealth management infrastructure entity.

IFG generates revenue through fees charged to its affiliated financial advisors, typically as a percentage of the advisors' production. This includes grid-based commission payouts on brokerage business and platform fees on advisory assets. The firm does not charge asset management fees directly to end clients, nor does it earn carry or incentive fees from investment funds.

Independent Financial Group does not have a known direct investment posture and does not co-invest alongside external general partners as a firm. Any direct investments would originate from individual advisors within the network acting on behalf of their clients. The firm's primary function remains platform and compliance support rather than balance-sheet investing.

Ownership details for Independent Financial Group are not publicly disclosed. Many independent broker-dealers in the United States have attracted private equity investment over the past decade, but no specific transaction involving IFG has been identified in the public record. The firm's ownership structure remains a closely held matter.