IRC WEALTH

RIASEC RegisteredEst. 2006

Total AUM

$667M

Discretionary

$609M

91% of AUM

Avg account

$620K

Accounts

1,076

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 132022
Registered since: January 23, 2006
Website: www.ircwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI79.45%
Individuals15.36%
Corporations / Businesses3.58%
Pension & Profit Sharing Plans1.61%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

IRC Wealth is an independent registered investment adviser that has been operating since 2006 and is owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee model blends asset-based fees with fixed-fee engagements, which supports both ongoing AUM relationships and project-based advisory work. Investment approach is oriented toward public funds and pooled vehicles as the core building blocks of client portfolios. The firm is not an active ESG investor, and its reported activity indicates a heavy use of mutual funds and ETFs for broad market exposure and income-oriented strategies rather than frequent tactical trading. IRC Wealth also provides consultative services appropriate for pension or plan sponsors and for smaller institutions that require bespoke oversight or reporting.