IKALON ADVISORS LLC

RIASEC RegisteredEst. 2026
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
3

Firm details

Headquarters
MIAMI, Florida
CRD number
332654
Registered since
April 8, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ikalon Advisors LLC is a newly formed SEC-registered limited liability company that lists ownership by both a foreign entity and an individual. The firm’s stated advisory activity is portfolio management for individuals and small businesses. Its fee model includes both a percentage of assets under management and fixed-fee arrangements, which suggests flexibility in pricing for different client types or mandate sizes. Ikalon is not flagged as an active ESG investor, is not a pension consultant, and does not identify as a capital allocator or related adviser. The adviser is designated as single-state in its registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

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
  • SANTIAGO CALDERON

    CIOCRD 8213253

  • CATALINA REY DE SA

    Chief Compliance OfficerCRD 5654516

Contacts

1 of 1
  • Nicolas Santos Charry

    PartnerCRD 8213254

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
175 SW 7th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth