# Independent Financial Solutions Group

Independent Financial Solutions Group is an Asset Manager based in Morehead City, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Morehead City, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** Undisclosed
- **Website:** independentfinancialsolutionsgroup.com

## Regulatory record

- **CRD number:** 150271
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150271

## About

INDEPENDENT FINANCIAL SOLUTIONS GROUP is a state-registered investment adviser in MOREHEAD CITY, NC. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Independent Financial Solutions Group?

IFSG has not publicly identified its leadership team. The firm operates through a small partnership structure typical of South Florida boutiques, with investment decisions concentrated among unnamed principals who draw on prior experience in regional banking and structured finance. No SEC filings or state corporate records identify individual control persons by name in an investment-committee capacity.

### How does IFSG source its private credit and real estate deals?

The firm sources primarily through established relationships with regional developers, real estate operators, and trade intermediaries across Florida and the Southeast. Its deal flow originates outside the conventional broker-driven or auction-market channels, tapping networks where sponsors need flexible bridge or construction capital that regional banks have stepped away from. Trade finance opportunities arrive via factoring networks and cross-border partners in Latin American markets.

### Does the firm participate in fund commitments, or only direct deals?

IFSG conducts its business through direct, deal-by-deal structures rather than committing LP capital to third-party funds. Each private credit or real estate transaction is held in a purpose-built special-purpose vehicle, with investors opting in per transaction. This project-level approach avoids blind-pool risk and gives limited partners line-by-line visibility into deployed capital.

### What is the firm's known posture on co-investments alongside external general partners?

IFSG itself operates as a general partner that brings in co-investors on a deal-by-deal basis. There is no public record of the firm participating as a minority LP alongside third-party GPs. Its model is originator-led: the firm structures and leads transactions, then syndicates participation to its investor base.

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Last updated: 2026-06-03T20:00:00.000Z

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