I
Icon Imperial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Icon Imperial provides investment management primarily to pooled vehicles and institutional clients rather than individual retail investors, and its Form ADV identifies pension and profit‑sharing plans among the types of clients it serves. The brochure also indicates the firm issues periodicals by subscription and produces advisory materials alongside its management services (see Form ADV Part II items on publications and client types).
The firm’s disclosure shows a mix of fee arrangements: it uses the common percentage‑of‑AUM model while also listing subscription fees and hourly charges in the fee section of the Form ADV (Part II). That combination suggests Icon Imperial delivers both ongoing portfolio management and discrete advisory or research services that can be purchased on an hourly or subscription basis.
Compared with many investment managers focused on pooled assets, Icon Imperial’s offering of subscription‑based periodicals, hourly billing, and explicit pension consulting is uncommon and indicates a broader service set than pure asset management. These features point to a hybrid operating model that combines traditional institutional asset management with research distribution and plan‑level consulting.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Main office location
Icon Imperial
Missouri City TX, United States
Number of offices
0
Most active in
Icon Imperial has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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