Iron River Capital LLC

RIASEC Registered

Total AUM

$94.1M

Discretionary

$89.4M

95% of AUM

Avg account

$237K

Accounts

397

Employees

Advisory reps

Firm details

Headquarters: Durango, Colorado
CRD number: 173307
Website: www.ironrivercapital.com
Custodians: TRADE-PMR INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI68.2%
Individuals28.26%
Pension & Profit Sharing Plans2.22%
Charitable Organizations1.24%
Corporations / Businesses0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Iron River Capital LLC is an independently owned registered investment adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm combines traditional advisory work—financial planning and portfolio management for individuals, small businesses and institutions—with selection of third‑party managers and the publication of periodic commentary. It also operates as an insurance broker, which aligns with its use of annuity products. Fee arrangements include percentage‑of‑AUM fees as well as hourly and fixed fees. The firm does not describe itself as an active ESG investor. Industry relationships include work with accountants and at least one insurance company, reflecting the combination of advisory and insurance brokerage activities.