← Directory
IRA GROUP, INC.
Legal name: INVESTMENT RESEARCH & ADVISORY GROUP, INC.
CRD 126246File 801-70558
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$15.42B
Top 10% of cohort (national)
Discretionary AUM
$1.06B
Non-discretionary $14.36B
Clients
282
691 accounts
Employees
19
Top 10% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Oct 2, 2009
- Principal office
- 1230 PEACHTREE STREET NE, SUITE 3800, ATLANTA, GA, 30309
- Phone
- 404-760-3730
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $15.42B
- Discretionary AUM
- $1.06B
- Non-discretionary AUM
- $14.36B
- Discretionary accounts
- 570
- Non-discretionary accounts
- 121
- Total accounts
- 691
- AUM per client
- $54.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $7.9M |
| Charitable organizations | 5 | $51.6M |
| High net worth individuals | 103 | $600.4M |
| Pension and profit sharing plans | 85 | $13.84B |
| State or municipal government entities | Fewer than 5 | $287.9M |
| Individuals (other than high net worth individuals) | 89 | $37.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — PROJECT FLAT FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- 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
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 302 | 282 |
| 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.