ILS Advisory Services, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.6B
Discretionary
$0
0% of AUM
Avg account
$144M
Accounts
11
Employees
6
Advisory reps
2

Firm details

Headquarters
Nashville, Tennessee
CRD number
333054
Registered since
October 25, 2024
Website
ils-us.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

ILS Advisory Services, LLC is an institutional RIA organized as an LLC and registered with the SEC in 2024. The firm focuses on portfolio management for businesses and other institutional clients rather than retail households, and it uses a mix of fee arrangements that include AUM-based fees, fixed fees, and performance-linked fees. ILS does not position itself as an ESG-focused investor and is not described as a multi-state adviser or a pension consultant. While the entity is classified as a domestic owner type, its activity centers on serving a very small number of institutional clients rather than broad retail distribution.

Assets & Accounts

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
  • Marshall Abbott

    Chief Executive OfficerCRD 7985278

  • Michael Prather

    Chief Compliance OfficerCRD 7985365

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
414 Union St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth