Irc Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$632,138,910
Clients
366
Advisors
7
across 3 offices
About
The firm provides advisory services to individuals (including high net worth clients), corporations, and retirement plans, offering financial planning, ongoing portfolio management, and retirement plan consulting. It delivers both discretionary and non-discretionary management and also offers model ETF-based portfolios and standalone financial planning engagements.
IRC’s investment approach emphasizes long-term value and income-oriented strategies, allocating among stocks, ETFs, options and cash equivalents and, on occasion, short-term transactions or fixed income at client request. Portfolio selection is driven by a disciplined process that combines technical screening, fundamental analysis and proprietary research, and the firm documents specific option strategies such as covered call writing and long puts as part of its programs.
What distinguishes the firm from many peers is an affiliation with a separately registered Commodity Trading Advisor (CTA) through which commodity transactions are offered and billed separately, with commodity accounts maintained at third‑party custodians. The brochure also highlights the firm’s use of option-writing and limited short-term trades and discloses the additional risks those strategies entail, aligning with the firm’s uncommon practice among peers of offering strategies that can involve borrowing or leverage in separately managed accounts.
Client services
Expertise
Fee options
$250 to $500 per session for stand-alone financial planning (fees are waived if client engages ongoing portfolio management with at least $250,000 managed by IRC)
$0 - $499,999: 1.30% annually $500,000 - $4,999,999: 1.10% annually $5,000,000 - $9,999,999: 1.00% annually $10,000,000 - $19,999,999: 0.90% annually $20,000,000+: 0.80% annually
Account minimum: $500,000 (negotiable and can be waived; no minimum for other management styles)
Main office
See office3050 Peachtree Road NW, Suite 220
Atlanta GA 30305
Advisors at this office
5
Offices (3)
Most active in
California · Florida · Georgia · Massachusetts · New Jersey · South Carolina · Texas
Also doing business as
Investors Research Corporation · Irc Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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