IDG Advisors, LLC

IDG Advisors, LLC is an independent, sole‑practitioner registered investment adviser that provides ongoing investment supervisory and portfolio management services to individuals, high‑net‑worth clients, trusts and estates. The firm also offers tax‑preparation services and assists clients in selecting and implementing outside money managers.

IDG manages client assets on a primarily non‑discretionary basis, reporting $91,991,139 in non‑discretionary assets and $0 in discretionary assets as of December 31, 2025, and contacts clients for approval before placing trades. The firm tailors allocations using client questionnaires, employs long‑ and short‑term strategies across mutual funds, ETFs, separate accounts and cash instruments, and commonly allocates to third‑party managers including Normandy Capital Management, Cambridge Investment Research Advisors and First Western Trust.

The brochure discloses subadvisory and referral arrangements that result in fee‑sharing with outside managers (including arrangements where outside managers may pay up to 40 basis points to the firm) and the use of Fidelity Institutional for custody and execution. The managing member is a certified public accountant and the firm’s materials note tax services and previously disclosed ties to an accounting firm, a set of relationships the brochure identifies and addresses as potential conflicts of interest.