Data / Investment advisers / Delaware / Ih2 Advisors & Company
Ih2 Advisors & Company, Wilmington, DE: $265 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ih2 Advisors & Company is an SEC registered investment adviser with its main office in Wilmington, Delaware and reports $265 million in regulatory assets under management in its Form ADV filed April 1, 2026. Its clients include other investment advisers. It is paid through a percentage of assets under management and other fees.
The request: Watch Ih2 Advisors & Company (CRD number 325788): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 325788
- SEC file number
- 801-132804
- SEC status
- Approved, effective May 16, 2025
- Main office
- 112 South French Street, Wilmington, DE 19801
- Phone
- (302) 345-6404
- Website
- incadense.com
- Regulatory AUM
- $265,318,418 in the Form ADV filed April 1, 2026
- Non discretionary AUM
- $265,318,418
- Accounts
- 21
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, other fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 3 | $265.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $265.3 million | March 31, 2026 |
| December 1, 2025 | $105 million | October 17, 2025 |
Other advisers in Wilmington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Affinity Wealth Management LLC | Wilmington | $872.5 million | Not listed | adviserinfo.sec.gov |
| Clariti Wealth Advisors | Wilmington | $797.6 million | Not listed | adviserinfo.sec.gov |
| Westover Capital Advisors, LLC | Wilmington | $652.9 million | Not listed | adviserinfo.sec.gov |
| Realta Investment Advisors, Inc | Wilmington | $385.4 million | Not listed | adviserinfo.sec.gov |
| Wilmington Trust Asset Management, LLC | Wilmington | $271.4 million | 5 | adviserinfo.sec.gov |
| Delaware Wealth Planners | Wilmington | $255.6 million | Not listed | adviserinfo.sec.gov |
| Windmark Investment Partners, Inc. | Wilmington | $233.3 million | Not listed | adviserinfo.sec.gov |
| Marvin & Palmer Associates | Wilmington | $195.7 million | 2 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Wilmington, DE
- Investment advisers in Delaware
- Advisers with $100 million to $500 million in AUM
- Advisers serving other investment advisers
- Ih2 Advisors & Company on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.