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They include 341 high-net-worth individuals, 276 individual clients and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Icon Wealth Advisors offer?","answer":"Icon Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and insurance.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Icon Wealth Advisors charge?","answer":"Icon Wealth Advisors charges up to 1.75% a year for its Investment Advisory Fee. The fee is billed in advance and is negotiable.","source":"ICON WEALTH ADVISORS, LLC, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Icon Wealth Advisors use?","answer":"Icon Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $2.56B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Icon Wealth Advisors have?","answer":"Icon Wealth Advisors has 15 investment adviser representatives registered with state securities authorities, out of 22 employees, and 15 perform investment advisory functions. 8 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Icon Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Icon Wealth Advisors’ separately managed accounts held 38% registered funds (mutual funds, ETFs, BDCs), 29% exchange-traded equities, 15% state and local bonds, 7% cash and equivalents, 6% pooled vehicles (private funds and similar), 4% U.S. government and agency bonds, 1% investment grade corporate bonds, 1% high-yield corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Secure Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Icon Wealth Advisors?","answer":"Icon Wealth Advisors is owned through a chain of holding companies by Ferdinand FFP Parent, Inc., CD&R Ferdinand Co-Investor, L.P. and Clayton, Dubilier & Rice Fund Xii, L.P. Its direct owner is Focus Operating, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 9 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Icon Wealth Advisors get paid?","answer":"Icon Wealth Advisors is paid through a percentage of assets under management and other compensation. 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