# IC ADVISORY SERVICES, INC.

IC ADVISORY SERVICES, INC. of BEDMINSTER, NJ is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 140190
- Type: SEC-registered investment adviser
- SEC file number: 801-66512
- Location: 1420 ROUTE 206 NORTH, SUITE 210, BEDMINSTER, NJ, 07921
- Phone: 908-707-4422
- Latest filing: 2025-03-31
- Regulatory AUM: $2.1B
- Discretionary AUM: $1.7B
- Non-discretionary AUM: $364.2M
- Clients: 220
- Accounts: 5,528

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Ralph James Devito | DIRECTOR; TRUSTEE | — |
| Douglas Andrew Wright | CHIEF COMPLIANCE OFFICER | — |
| DEVITO RALPH JAMES | DIRECTOR; TRUSTEE | — |
| WRIGHT DOUGLAS ANDREW | CHIEF COMPLIANCE OFFICER | — |
| ZERWECK JAMES WAGNER | NATIONAL SALES MANAGER; VICE PRESIDENT MARKETING | — |


## Disclosures (12)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2019-09-30 | regulatory | ON SEPTEMBER 30, 2019, THE SECURITIES AND EXCHANGE COMMISSION ("SEC") INSTITUTED SETTLED ADMINISTRATIVE PROCEEDINGS AGAINST IC ADVISORY SERVICES, INC. ("ICA") IN CONNECTION WITH THE SEC'S MUTUAL FUND SHARE CLASS SELECTION DISCLOSURE INITIATIVE ADDRESSING FEES PAID TO INVESTMENT ADVISERS UNDER RULE 1… | Final | — |
| 2007-08-01 | regulatory | ON OR ABOUT AUGUST 1, 2007, IC ADVISORY SERVICES, INC. NOTIFIED STAFF OF THE DIVISION OF LICENSING THAT IT HAD INADVERTENTLY FAILED TO REGISTER AT LEAST ONE EMPLOYEE AS AN INVESTMENT ADVISOR REPRESENTATIVE IN PENNSYLVANIA. | Final | — |
| — | regulatory | — | — | — |


## Branch offices (38)

_Showing 15 of 38 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 8 | 862-261-4678 |
| LANCASTER | PA | 7 | 717-393-5700 |
| LANCASTER | PA | 7 | 717-393-5700 |
| PANAMA CITY | — | 5 | 702-785-1214 |
| BALA CYNWYD | PA | 4 | 610-668-1750 |
| CHARLOTTE | NC | 4 | 704-544-9009 |
| MOUNTAINSIDE | NJ | 4 | 908-228-8415 |
| MOUNTAINSIDE | NJ | 4 | 908-228-8415 |
| SARASOTA | FL | 3 | 631-652-6001 |
| WALL | NJ | 3 | 732-749-3636 |
| AMHERST | NY | 3 | 716-348-3425 |
| ALBANY | NY | 2 | 518-608-5333 |
| SPRING LAKE HEIGHTS | NJ | 2 | 732-292-3100 |
| WASHINGTON | IL | 2 | 309-444-8031 |
| BRIDGEWATER | NJ | 2 | 888-784-7625 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/140190/brochure
- Similar advisers: https://search.stillhousedata.com/firm/140190/similar
- Related entities: https://search.stillhousedata.com/firm/140190/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/140190

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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.