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