# Ifam Capital
Source: https://planprovider.pro/provider/ifam-capital

> Established on October 28, 2014, Ifam Capital is a registered investment advisor headquartered in Fort Collins in Northern Colorado’s Front Range. The firm w…

Retirement Plan Advisor

Fort Collins, CO

## 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/](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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