# ICON ADVISERS, INC.

ICON ADVISERS, INC. of GREENWOOD VILLAGE, CO is an SEC-registered investment adviser.

## Registration

- CRD: 108268
- Type: SEC-registered investment adviser
- SEC file number: 801-38868
- Location: 8480 E ORCHARD ROAD, SUITE 1200, GREENWOOD VILLAGE, CO, 80111
- Phone: 303-790-1600
- Latest filing: 2026-05-26
- Regulatory AUM: $875.9M
- Discretionary AUM: $875.9M
- Clients: 14
- Accounts: 297

## Business model

- Compensation: % of AUM, Other
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Craig Thomas Callahan | DIRECTOR; OWNER - PORTFOLIO MANAGER | — |
| Brian Thomas Callahan | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| CALLAHAN CRAIG THOMAS | CHIEF EXECUTIVE OFFICER; CHIEF MARKETING OFFICER; CHIEF SALES AND MARKETING OFFICER (+7 more) | — |
| JONSON ERIK LYNN | CHIEF FINANCIAL OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER; VICE PRESIDENT & CHIEF FINANCIAL OFFICER | — |
| ENGEL DENNIS LOYD | CHIEF OPERATING OFFICER; EXECUTIVE VICE PRESIDENT & CHIEF OPERATING OFFICER; VICE PRESIDENT & CHIEF OPERATING OFFICER | — |
| HOLMES STEPHEN CLAY | DIRECTOR OF SALES & MARKETING; EXECUTIVE VICE PRESIDENT & CHIEF MARKETING & SALES OFFICER; VICE PRESIDENT & CHIEF MARKETING & SALES OFFICER (+1 more) | — |
| SCHOFFMAN CARRIE MARIE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| SALCITO DONALD | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL | — |
| OZOLS ANDRA CYNTHIA | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL; GENERAL COUNSEL; VICE PRESIDENT & GENERAL COUNSEL | — |
| MORAN STEPHEN ALFRED | EXECUTIVE VICE PRESIDENT & CHIEF SALES & MARKETING OFFICER; PRESIDENT | — |
| HARDING BRIAN DAVID | CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER | — |
| WILLIAMS BRADLEY BRUCE | VICE PRESIDENT - INSTITUTIONAL SALES; VICE PRESIDENT OF INSTITUTIONAL SALES | — |
| AMBRUSO CHRISTOPHER RICHARD | CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL | — |
| QUILLIN JACK MARCEL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108268/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108268/similar
- Related entities: https://search.stillhousedata.com/firm/108268/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108268

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.