← Directory
IRC WEALTH
Legal name: INVESTORS RESEARCH CORPORATION
CRD 132022File 801-64349
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$666.7M
Above cohort median (national)
Discretionary AUM
$608.7M
Non-discretionary $58.1M
Clients
373
1,076 accounts
Employees
11
Above cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 23, 2006
- Principal office
- 3050 PEACHTREE ROAD NW, SUITE 220, ATLANTA, GA, 30305
- Phone
- 404-968-9348
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $666.7M
- Discretionary AUM
- $608.7M
- Non-discretionary AUM
- $58.1M
- Discretionary accounts
- 959
- Non-discretionary accounts
- 117
- Total accounts
- 1,076
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $23.9M |
| High net worth individuals | 149 | $529.7M |
| Pension and profit sharing plans | 7 | $10.7M |
| Individuals (other than high net worth individuals) | 217 | $102.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- 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
- 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 |
|---|---|---|---|
| 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.