About Ifam Capital
<p>Established on October 28, 2014, Ifam Capital is a registered investment advisor headquartered in Fort Collins in Northern Colorado’s Front Range. The firm works with individuals, high-net-worth families, institutions, foundations, endowments, and business owners.</p> <p>In the retirement plan space, Ifam Capital acts as a <a href="/plan-advisors">plan advisor</a> and can take on both 3(21) fiduciary co-advisor and 3(38) investment manager roles. That structure lets plan sponsors choose whether they want shared investment fiduciary responsibility or to delegate investment decisions to a discretionary manager.</p> <p>The firm also runs tailored equity strategies and provides investment advisory, wealth management, and succession planning support. Ifam Capital reported $1.7B in assets under management (2026).</p> <p>One differentiator is the ability to pair discretionary 3(38) management with in-house equity strategy work under the same advisory relationship. Ifam Capital is a wholly owned subsidiary of Focus Financial Partners, LLC.</p> <ul> <li>Registered investment advisor (RIA)</li> <li>Retirement plan fiduciary services: 3(21) and 3(38)</li> <li>Tailored equity strategies</li> <li>Wealth management and succession planning</li> </ul>
Website: https://ifamcapital.com/
Founded: 2014
Office Locations
- Fort Collins, CO (Headquarters)
Services Offered
- 3(21) Investment Advisor
- 3(38) Investment Manager
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $1.7B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| KODIAK BP 401K PLAN | KODIAK GYPSUM MOUNTAIN STATES LLC, CO | $193M | 5,941 |
| PREFERRED EMPLOYER PLAN II | FIDUCIARY WISE, LLC, AZ | $76M | 1,513 |
| PROGRESS RESIDENTIAL 401(K) PLAN | PROGRESS RESIDENTIAL, AZ | $61M | 2,222 |
| GROUP PUBLISHING INC. PROFIT SHARING PLAN | GROUP PUBLISHING INC., CO | $19M | 84 |
| WALLICK & VOLK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WALLICK & VOLK, INC., WY | $16M | 149 |
| 401(k) Retirement Plan | Healthcare Sponsor, AZ | $15M | 80 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $11M | 964 |
| 401(k) Retirement Plan | Professional Services Sponsor, CO | $10M | 325 |
| 401(k) Retirement Plan | Technology Sponsor, CO | $10M | 150 |
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