INVESTMENT RESEARCH CORP

CRD 108208File 801-8599

APPROVED

Retail clients

Disclosure events

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$76.3M

Bottom 25% of cohort (national)

Discretionary AUM

$19.9M

Non-discretionary $56.4M

Clients

166

166 accounts

Employees

Bottom 25% of cohort in CO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: DRO
Registration date: Apr 26, 1972
Principal office: 1636 NORTH LOGAN STREET, DENVER, CO, 80203
Phone: 303-626-0634
Website: HTTP://WWW.INVRESEARCH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $76.3M
Discretionary AUM: $19.9M
Non-discretionary AUM: $56.4M
Discretionary accounts: 1
Non-discretionary accounts: 165
Total accounts: 166
AUM per client: $460K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$19.9M
High net worth individuals	4	$11.5M
Pension and profit sharing plans	2	$5.7M
Individuals (other than high net worth individuals)	159	$39.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9

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

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

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.