Iron Horse Capital, Inc.

Overview

Iron Horse Capital, Inc. is an independent, owner-operated registered investment advisor that serves individual and family clients, as well as small businesses. The firm offers financial planning and portfolio management and charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Investment activity is tilted toward public equities, with a clear operational preference for exchange-traded instruments as the primary vehicle for equity exposure. The adviser is not positioned as an ESG investor, and it does not operate as a multi-state advisor or a dedicated capital allocator; instead it implements client portfolios primarily through liquid markets and third-party managers where appropriate. Portfolios are constructed with an equity-first bias, supplemented by fixed-income allocations and targeted alternative exposures to achieve diversification, income, and inflation protection. The firm’s approach is consistent with working directly with families and individuals rather than running pooled private funds, and it combines discretionary portfolio management with bespoke planning engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices