← Directory

IRONSIDES ASSET ADVISORS, LLC

CRD 161683File 801-77838
APPROVED
Retail clients
Custody
Filing as of Aug 11, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.42B
Above cohort median (national)
Discretionary AUM
$578.1M
Non-discretionary $845.8M
Clients
39
872 accounts
Employees
3
Top 25% of cohort in NC

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
ARO
Registration date
Apr 9, 2013
Principal office
511 TARRYTOWN CENTER, ROCKY MOUNT, NC, 27804
Phone
252-443-7041
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$1.42B
Discretionary AUM
$578.1M
Non-discretionary AUM
$845.8M
Discretionary accounts
237
Non-discretionary accounts
635
Total accounts
872
AUM per client
$36.5M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$2.4M
Charitable organizations5$36.3M
High net worth individuals26$1.38B
Individuals (other than high net worth individuals)8$1.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 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.