IOR

Legal name: INVESTMENT OFFICE RESOURCES, LLC

CRD 311647File 801-129634

APPROVED

Filing as of Feb 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$126.5M

Bottom 25% of cohort (national)

Discretionary AUM

$126.5M

Clients

4 accounts

Employees

Bottom 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 5, 2024
Principal office: 8301 MARYLAND AVE, SUITE 300, CLAYTON, MO, 63105
Phone: 833-467-7658 EXT. 1
Website: HTTPS://INVESTMENTOFFICERESOURCES.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $126.5M
Discretionary AUM: $126.5M
Non-discretionary AUM: $0
Discretionary accounts: 4
Non-discretionary accounts: 0
Total accounts: 4
AUM per client: —

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$126.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

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.