Iron Capital Advisors Inc. is a large advisory firm based in Atlanta. It manages $4.04 billion of regulatory assets for 180 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 5 other states.
Iron Capital Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Iron Capital Advisors Inc. is $4.04 billion. The firm's AUM has grown by 263% since the beginning of its operation, and $261.57 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Iron Capital Advisors Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Laurence Oneal Gray is pension and profit sharing plans with 7 clients and $3.97 billion of assets under management. Among the 12 most similar advisory firms, Iron Capital Advisors has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $4.04 billion for 180 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Iron Capital Advisors doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Laurence Oneal Gray has been acting as President since 1 Jun 2003. Iron Capital Advisors Inc. joined the executive team most recently as the Member.
The principal office where Iron Capital Advisors Inc. performs its advisory services is located at 3355 Lenox Rd, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 678-805-0518 or by fax 678-805-0534. The normal business hours are 8:00 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at ironcapitaladvisors.com.