← Directory
IRONWOOD INVESTMENT COUNSEL, LLC
CRD 110623File 801-60073
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Oct 1, 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
- Website
- HTTPS://IRONWOODIC.COM
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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $21.3M |
| Charitable organizations | 5 | $30.0M |
| Other investment advisers | Fewer than 5 | $96.7M |
| High net worth individuals | 300 | $1.37B |
| Pension and profit sharing plans | Fewer than 5 | $28.0M |
| Individuals (other than high net worth individuals) | 249 | $212.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 22 | increased by3 |
| Apr 1, 2026 | Clients | 532 | 554 | increased by22 |
| Apr 1, 2026 | AUM | $1,511,170,253 | $1,757,391,038 | increased by$246,220,785 |
| Apr 1, 2026 | Accounts | 2,349 | 2,525 | increased by176 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 14 | 19 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 493 | 532 | increased by39 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,264,043,811 | $1,511,170,253 | increased by$247,126,442 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,990 | 2,349 | increased by359 |
| Apr 1, 2022 | Employees | 11 | 14 | increased by3 |
| Apr 1, 2022 | Clients | 581 | 493 | decreased by88 |
| Apr 1, 2022 | AUM | $1,460,774,367 | $1,264,043,811 | decreased by$196,730,556 |
| Apr 1, 2022 | Accounts | 2,221 | 1,990 | decreased by231 |
| 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 “IRONWOOD INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IRONWOOD INVESTMENT” 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.