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Index Fund Advisors, Inc.

● SEC registered since 2000CRD 109143SEC# 801-57978Irvine, CA
Export (members)
Reg. AUM
$5.93B
Employees
50
Accounts
6,664
Location
Irvine, CA

Index Fund Advisors, Inc. assets under management

Index Fund Advisors, Inc. is a registered investment adviser overseen by the SEC based in Irvine, CA. The firm has been registered since 2000. It reports $5.9 billion in regulatory assets under management and employs 50 people.

Index Fund Advisors, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Cynthia Lynn Mason ControlChief Financial OfficerUnder 5%2008
Mark Thomas Hebner ControlChief Executive OfficerOver 75%1999
Michelle Louise Ojeda ControlCo-Chief Compliance OfficerUnder 5%2019
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Frequently asked questions

How much does Index Fund Advisors, Inc. manage?

Index Fund Advisors, Inc. reports $5.9 billion in regulatory assets under management on its Form ADV.

How many employees does Index Fund Advisors, Inc. have?

Index Fund Advisors, Inc. reports 50 employees.

Where is Index Fund Advisors, Inc. located?

Index Fund Advisors, Inc. is based in Irvine, CA and has been SEC-registered since 2000.

Does Index Fund Advisors, Inc. disclose fund performance?

Index Fund Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address19200 von Karman Ave, Suite 150, Irvine, CA 92612-6566
Phone949-502-0050
Fax949-502-0048
Office hours8:00 a.m. To 5:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1665097
Discloses disciplinary historyNo

Regulatory AUM

$5.93B▲ 11%
Mar '25 — $5.33BApr '25 — $5.33BMay '25 — $5.33BJun '25 — $5.33BJul '25 — $5.33BAug '25 — $5.33BSep '25 — $5.33BOct '25 — $5.33BNov '25 — $5.33BDec '25 — $5.33BJan '26 — $5.33BFeb '26 — $5.33BMar '26 — $5.93BApr '26 — $5.93BMay '26 — $5.93BJun '26 — $5.93B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers

Assets under management

$5.93Bregulatory AUM
Discretionary $5.93B