DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Irc Wealth
Legal name Investors Research Corporation
Latest filing Feb 25, 2026
First filing on the tape Mar 19, 2012 · 24 filings
SEC status approved since Jan 23, 2006
RAUM
$667M
reported, Item 5.F
Discretionary
91%
of RAUM
Private clients
95%
$632M individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$95.2M
derived; firm RAUM over IAPD count
Employees
11
8 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$667M as of Feb 25, 2026
Mar 19, 2012$100M then
HNW client RAUM$530M as of Feb 25, 2026
Mar 26, 2018$173M then
State-registered IARs (5.B.3)6 as of Feb 25, 2026
Mar 19, 20120 then
Employees (5.A)11 as of Feb 25, 2026
Mar 18, 20131 then
Private funds: no history
RAUM +15% over the last fiscal year+16% a year over threeIARs 6 to 6
Practice profile
derived from the filing of Feb 25, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RAUM per advisor
- $95.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 52derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $619,625derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 91%derivedof RAUM
- Institutional
- 1.6%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.6derivedItem 5.A over advisors
- Advisors per office
- 7.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +15%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.0%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consultingreportedItem 5.G
- Custody
- $116M, 112 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$530M79%
- Individuals$102M15%
- Corporations and businesses$23.9M3.6%
- Pension and profit-sharing plans$10.7M1.6%
- Individual clients
- 217reported
- HNW clients
- 149reported
- Pension plan clients
- 7reported
- Charitable clients
- 0reported
- Accounts
- 1,076reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- noreported
- Custody of client assets
- $116M for 112 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=true bd_reps=0.0 bank_owner=falsederived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| David Max Ragland | Atlanta, Ga | Aug 5, 2015 | 41 y | 0 |
| Tiffany Marie Hedemark | Atlanta, Ga | Apr 5, 2017 | 11 y | 0 |
| Amy Wibright Getz | Atlanta, Ga | Sep 19, 2019 | 21 y | 0 |
| Zijia Fu | Atlanta, Ga | Apr 24, 2022 | 10 y | 0 |
| Carol ChoChartered Financial Consultant | Jersey City, Nj | Nov 10, 2022 | 11 y | 0 |
| Meghan Jena' Henderson | Atlanta, Ga | Jul 19, 2023 | 12 y | 1 |
| Jerry Christopher JonesCertified Financial Planner, Chartered Financial Consultant | Atlanta, Ga | Jul 23, 2025 | 10 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 14% of current headcount1 left over 36 months
Left, latest
- Aamina Nadeem Siddiqui to Edelman Financial EnginesApr 28, 2026 · RIA to RIA
- Jesus Roberto Torres to Belpointe Asset Management LLCAug 1, 2023 · RIA to RIA
- Zachary Jacob Green to MML Investors Services, LLCNov 30, 2020 · RIA to affiliated broker-dealer or bank
Joined, latest
- Jerry Christopher Jones from Onepoint Bfg Wealth PartnersJul 23, 2025 · RIA to RIA
- Aamina Nadeem Siddiqui from 1776 Wealth LLCNov 21, 2024 · RIA to RIA
- Jesus Roberto Torres from Howard Financial Services, Ltd.Jan 18, 2023 · RIA to RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Max David Ragland · President, Chief Compliance Officercontrolsince 03/1995 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Atlanta, Ga · principal | 6 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1,012 to 1,076Feb 13, 2025 to Feb 25, 2026
- Advisory employees · 7 to 8Feb 13, 2025 to Feb 25, 2026
- HNW clients · 146 to 149Feb 13, 2025 to Feb 25, 2026
- Individual clients · 206 to 217Feb 13, 2025 to Feb 25, 2026
- Pension plan clients · 8 to 7Feb 13, 2025 to Feb 25, 2026
- Assets in custody · $83.9M to $116MFeb 13, 2025 to Feb 25, 2026
- Employees · 9 to 11Feb 13, 2025 to Feb 25, 2026
- Discretionary RAUM · $551M to $609MFeb 13, 2025 to Feb 25, 2026
- HNW RAUM · $466M to $530MFeb 13, 2025 to Feb 25, 2026
- Individual RAUM · $80.5M to $102MFeb 13, 2025 to Feb 25, 2026
- Non-discretionary RAUM · $27.2M to $58.1MFeb 13, 2025 to Feb 25, 2026
- Pension RAUM · $8.3M to $10.7MFeb 13, 2025 to Feb 25, 2026
- RAUM · $578M to $667MFeb 13, 2025 to Feb 25, 2026
- Accounts · 931 to 1,012Mar 11, 2024 to Feb 13, 2025
- Advisory employees · 6 to 7Mar 11, 2024 to Feb 13, 2025
- HNW clients · 135 to 146Mar 11, 2024 to Feb 13, 2025
- Individual clients · 178 to 206Mar 11, 2024 to Feb 13, 2025
- Assets in custody · $47.3M to $83.9MMar 11, 2024 to Feb 13, 2025
- Employees · 8 to 9Mar 11, 2024 to Feb 13, 2025
- Financial planning clients · 1-10 to 101-250Mar 11, 2024 to Feb 13, 2025
- State-registered IARs · 5 to 6Mar 11, 2024 to Feb 13, 2025
- Discretionary RAUM · $495M to $551MMar 11, 2024 to Feb 13, 2025
- HNW RAUM · $420M to $466MMar 11, 2024 to Feb 13, 2025
- Individual RAUM · $69.0M to $80.5MMar 11, 2024 to Feb 13, 2025
- Non-discretionary RAUM · $24.2M to $27.2MMar 11, 2024 to Feb 13, 2025
- Pension RAUM · $7.3M to $8.3MMar 11, 2024 to Feb 13, 2025
- RAUM · $519M to $578MMar 11, 2024 to Feb 13, 2025
- Accounts · 891 to 931Mar 22, 2023 to Mar 11, 2024
- Advisory employees · 7 to 6Mar 22, 2023 to Mar 11, 2024
- HNW clients · 118 to 135Mar 22, 2023 to Mar 11, 2024
- Individual clients · 186 to 178Mar 22, 2023 to Mar 11, 2024
- Pension plan clients · 9 to 8Mar 22, 2023 to Mar 11, 2024
- Assets in custody · $73.9M to $47.3MMar 22, 2023 to Mar 11, 2024
- Employees · 9 to 8Mar 22, 2023 to Mar 11, 2024
- State-registered IARs · 7 to 5Mar 22, 2023 to Mar 11, 2024
- Discretionary RAUM · $420M to $495MMar 22, 2023 to Mar 11, 2024
- HNW RAUM · $335M to $420MMar 22, 2023 to Mar 11, 2024
- Individual RAUM · $71.6M to $69.0MMar 22, 2023 to Mar 11, 2024
- Non-discretionary RAUM · $12.1M to $24.2MMar 22, 2023 to Mar 11, 2024
- Pension RAUM · $4.9M to $7.3MMar 22, 2023 to Mar 11, 2024
Signals
3 dated events
- Aamina Nadeem Siddiqui left Irc Wealth for Edelman Financial Engines (registered 2026-04-28)Apr 28, 2026 · Advisor changed firm · fact
- Jesus Roberto Torres left Irc Wealth for Belpointe Asset Management Llc (registered 2024-06-05)Aug 1, 2023 · Advisor changed firm · fact
- Irc Wealth reported RAUM $436.3M, up 31% from $332.8M (2022-02-10 to 2022-03-22)Mar 22, 2022 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@ircwealth.comreportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 404-968-9348reportedpublished by the firm, firm site, Sep 16, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/IRC-WEALTHreportedpublic record, Form ADV, Sep 17, 2026
- Website
- IRCWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 404-968-9348reportedpublic record, Form ADV, Feb 25, 2026
- Contact form
- ircwealth.com/contact-usreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $95.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026