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 registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides financial planning and discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, and it also advises on the selection of third‑party managers. Its billing mixes percentage-of-AUM arrangements with hourly and fixed-fee engagements. The adviser is not positioned as an ESG investor and does not present itself as a multi-state or newly formed adviser. It does not identify as a pension consultant or a related adviser to another advisory firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$287M in ETFs
94%
$270M
4%
$17.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $41.1M | 288,878 | 14.32% |
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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