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INVESTMENT RESEARCH CORP
CRD 108208File 801-8599
APPROVED
Retail clients
Disclosure events
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$76.3M
Bottom 25% of cohort (national)
Discretionary AUM
$19.9M
Non-discretionary $56.4M
Clients
166
166 accounts
Employees
21
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 21 | increased by4 |
| Apr 1, 2026 | Clients | 177 | 166 | decreased by11 |
| Apr 1, 2026 | AUM | $63,421,004 | $76,319,944 | increased by$12,898,940 |
| Apr 1, 2026 | Accounts | 177 | 166 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 17 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 135 | 177 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $52,684,629 | $63,421,004 | increased by$10,736,375 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 135 | 177 | increased by42 |
| Apr 1, 2022 | Clients | 130 | 135 | increased by5 |
| Apr 1, 2022 | AUM | $42,117,630 | $52,684,629 | increased by$10,566,999 |
| Apr 1, 2022 | Accounts | 130 | 135 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “INVESTMENT RESEARCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“INVESTMENT RESEARCH” may also match similarly-named firms). Confirm identity against each filing.
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.