Ironsides Asset Advisors, LLC
Firm details
- Headquarters
- Rocky Mount, North Carolina
- CRD number
- 161683
- Registered since
- April 9, 2013
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.17%
- Charitable Organizations2.55%
- Corporations / Businesses0.17%
- Individuals0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ironsides Asset Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2013. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects third‑party managers. Core advisory services include financial planning and portfolio management for individuals, small businesses and institutions, with an explicit capability to evaluate and hire external advisers. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other50%
- Public Funds/Mutual Funds35%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2Emmett Gibson
Chief Compliance OfficerCRD 6029583
Mark Roberts
Managing Member and Chief Investment OfficerCRD 2229420
Contacts
1 of 1
Benjamin Roberts
Vice President, InvestmentsCRD 8321159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$633M in ETFs
95%
$598M
4%
$34.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $47.5M | 289,330 | 7.51% |
Location
Rocky Mount, NC
Nash
Location
Rocky Mount, NC
Headquartered in Rocky Mount, NC, anchoring the Rocky Mount-Wilson-Roanoke Rapids, NC metro in the South.
- Metro area
- Rocky Mount-Wilson-Roanoke Rapids, NC
- Region
- South
- County
- Nash
- Address
- 511 Tarrytown Ctr
- Time zone
- ET (UTC-5)
- Office locations
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