ICA, LLC

Broker-DealerFINRA MemberEst. 2008
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
NASHVILLE, Tennessee
CRD number
145235
Registered since
January 8, 2008

Firm profile

FINTRX

Overview

Ica, LLC is organized as a limited liability company and has been registered with the SEC since 2008. Publicly available records list the owner type as a mix of a domestic entity and an individual, while the firm’s adviser classification is listed as unclassified. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not designated as a multi-state adviser. There is minimal disclosure about the firm’s client segments, fee arrangements, specific advisory activities, or broader business lines. The dataset also indicates Ica, LLC is not a pension consultant and is not identified as a related adviser to another registered adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • WILLIAM MCGUGIN

    President, CEOCRD 5322620

  • MARGARET BARNHART

    Senior Vice President & Chief Compliance OfficerCRD 1956190

Contacts

3 of 3
  • ASHLEY HOLLOWAY

    Senior Vice President, OperationsCRD 5882303

  • MATTHEW JACQUES

    Managing DirectorCRD 5929189

  • Catherine Colbert

    OperationsCRD 8095279

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

NASHVILLE, TN

DAVIDSON

Location

NASHVILLE, TN

Headquartered in NASHVILLE, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.

Metro area
Nashville-Davidson--Murfreesboro, TN
Region
South
County
DAVIDSON
Address
102 Woodmont Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth