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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 type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Charitable organizations | 5 | $36.3M |
| High net worth individuals | 26 | $1.38B |
| Individuals (other than high net worth individuals) | 8 | $1.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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 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.

