Irish Capital LLC

Irish Capital provides discretionary wealth management and financial planning to individual and high‑net‑worth clients, constructing portfolios primarily from ETFs and low‑cost mutual funds while occasionally using individual stocks and options. Like many independent advisers, it charges percentage‑of‑AUM fees and reported roughly $8.06 million in discretionary assets across about 78 client relationships.

The firm relies on fundamental analysis and a primarily long‑term investment approach, developing strategic asset allocations that are adjusted through rebalancing or short‑term trades when client needs or market conditions warrant. Portfolios typically emphasize diversified funds but may include cash positions, options, and leveraged or inverse ETFs for tactical exposure or hedging, with ongoing monitoring and discretionary implementation.

Noteworthy disclosures in the brochure include the firm’s practice of compensating third parties for client referrals and participation in an institutional custodian platform that provides technology and economic benefits—arrangements the firm identifies as potential conflicts and documents in its policies. The adviser also discloses the use of derivatives and options and limited non‑advisory activities (including commission‑based insurance sales), and it describes mitigation measures such as a Code of Ethics, personal trading reporting, and client disclosures.