Irish Capital LLC

RIASEC Registered
Total AUM
$8.1M
Discretionary
$8.1M
100% of AUM
Avg account
$54.5K
Accounts
148
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
334498
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI53.01%
  • Individuals46.99%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Irish Capital LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates with a fee model that combines a percentage of assets under management and hourly charges, and it primarily implements equity-focused strategies. Portfolios emphasize exchange-traded equities—both ETFs and individual stocks—paired with third-party managed alternative fund allocations where appropriate. Given the firm’s scale and client base, investment decisions appear aimed at liquid, cost-efficient vehicles for core exposure while selectively accessing less-liquid alternatives for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Dustin Irish

    Dustin Irish

    CEO & COOCRD 7466001

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth