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IRONWOOD INVESTMENT COUNSEL, LLC

CRD 110623File 801-60073
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$1.76B
Clients
554
2,525 accounts
Employees
22
Top 25% of cohort in AZ

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Mar 6, 2001
Principal office
6263 N. SCOTTSDALE ROAD, SUITE 200, SCOTTSDALE, AZ, 85250
Phone
480-609-4700

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.76B
Discretionary AUM
$1.76B
Non-discretionary AUM
$0
Discretionary accounts
2,525
Non-discretionary accounts
0
Total accounts
2,525
AUM per client
$3.2M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$21.3M
Charitable organizations5$30.0M
Other investment advisersFewer than 5$96.7M
High net worth individuals300$1.37B
Pension and profit sharing plansFewer than 5$28.0M
Individuals (other than high net worth individuals)249$212.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

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

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
Yes
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

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.