IRON FINANCIAL LLC

CRD 106682File 801-46417

APPROVED

Retail clients

Custody

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$489.2M

Above cohort median (national)

Discretionary AUM

$489.2M

Clients

246

649 accounts

Employees

Below cohort median in IL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: May 18, 1994
Principal office: 630 DUNDEE ROAD, SUITE 300, NORTHBROOK, IL, 60062
Phone: 847-715-3200
Website: https://ironfinancial.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $489.2M
Discretionary AUM: $489.2M
Non-discretionary AUM: $0
Discretionary accounts: 649
Non-discretionary accounts: 0
Total accounts: 649
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	13	$18.9M
High net worth individuals	108	$420.8M
Pension and profit sharing plans	Fewer than 5	$8.5M
Individuals (other than high net worth individuals)	124	$40.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.