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
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 SEC-registered advisory firm formed as a limited liability company in 2024 that serves institutional clients with portfolio management for businesses and institutions. The firm reports an advisory model built around non-discretionary mandates—advice and portfolio construction are provided while execution/control remains with the clients. ILS is not an active ESG investor and is not structured as a multi-state adviser; it does not operate as a capital allocator. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees, suggesting flexibility to match institutional billing preferences and outcomes-based alignment. ILS’s investment focus emphasizes private-market allocations alongside traditional liability-management tools. The firm relies on third-party external managers to access private equity and private credit strategies, and it also uses annuities as part of its investment toolkit. That mix indicates a tilt toward income-generating and long-duration private investments suitable for large institutional balance sheets.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Michael Prather

    Chief Compliance OfficerCRD 7985365

  • Marshall Abbott

    Chief Executive OfficerCRD 7985278

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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