Iron River Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$90,802,039
Clients
142
Advisors
4
across 3 offices
About
Iron River Capital serves individual and high‑net‑worth clients, trusts, and retirement plans with ongoing portfolio management, account monitoring, and financial and estate planning. The firm offers personalized Investment Policy Statements, selection and oversight of third‑party managers, held‑away asset management via a third‑party order‑management platform, and a client e‑newsletter.
The firm acts as a fiduciary and typically provides discretionary, long‑term portfolio management that emphasizes mutual funds, ETFs, equities, fixed income, annuities and Treasury‑inflation‑protected bonds. Advisors document client goals, risk tolerance and time horizon, employ model allocations when appropriate, and periodically rebalance and review accounts.
Compared with peers of similar size, Iron River discloses several uncommon affiliations and outside activities: supervised persons engage in licensed insurance brokerage activities and the firm discloses an affiliated accounting professional and other business interests, all of which the firm says are disclosed and managed as potential conflicts. It also combines third‑party manager selection and a held‑away management workflow with periodic client communications, practices that are less common among supported firms.
Client services
Expertise
Fee options
Fixed fees for financial planning from $1,000 to $10,000; Fixed fees for estate planning from $1,000 to $5,000.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001+: 0.95%
Hourly fees between $125 and $200 per hour.
Minimum fee: $500 per quarter minimum fee, may be waived at firm's discretion. Fee-only: Fixed fees between $1,000 and $10,000 for financial planning; Estate planning fixed fees between $1,000 and $5,000; Hourly fees between $125 and $200.
Main office
See office752 Main Avenue, Unit 201
Durango CO 81301
Advisors at this office
2
Offices (3)
Most active in
Arizona · Colorado · Florida · New Mexico · North Carolina · Texas
Also doing business as
Connolly Financial · Connolly, Kereth · Iron River Capital LLC · Shaun Connolly
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
Forms ADV
Quick links
Advisors at this firm
Weldon N
Series 65
Durango, CO
Iron River Capital LLC
Weldon Neff is a financial advisor at Iron River Capital LLC with four years of industry experience. He holds a Series 65 designation and previously worked for over two decades in the 11th Judicial District and Magistrate Courts. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning services. The firm provides discretionary, long-term portfolio management emphasizing mutual funds, ETFs, equities, fixed income, and other asset types, combining third-party manager selection with held-away asset management.
Robert R
Series 63, Series 65
Dripping Springs, TX
Iron River Capital LLC
Robert Requard is a financial advisor at Iron River Capital LLC with six years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, and Breckenridge Financial LLC, where he also serves as a licensed insurance agent. He is a board member of Trilogy Innovations, a non-investment-related business. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, account monitoring, and financial and estate planning. The firm typically provides discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, annuities, and Treasury-inflation-protected bonds, and offers personalized investment services including third-party manager oversight and a client e-newsletter.
Shaun C
Series 66
Durango, CO
Iron River Capital LLC
Shaun Connolly is a financial advisor with Iron River Capital LLC in Durango, CO, holding a Series 66 designation and 16 years of industry experience. He has previously worked at Regulus Advisors, LLC and has been involved with Connolly Financial LLC since 2009. Outside of advising, he hosts a radio show and serves as an independent licensed insurance producer. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with discretionary, long-term portfolio management and financial planning. The firm combines third-party manager selection and held-away asset management with regular client communications.
Louis D
Series 63, Series 65
Phoenix, AZ
Iron River Capital LLC
Louis Di Muro is a financial advisor at Iron River Capital LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and also operates a single-member CPA firm providing tax preparation services alongside a separate LLC offering life insurance and annuity sales. Louis has been with Iron River Capital since 2022. Iron River Capital serves individual and high-net-worth clients, trusts, and retirement plans with portfolio management, financial and estate planning, and account monitoring. The firm acts as a fiduciary, typically providing discretionary, long-term portfolio management with an emphasis on mutual funds, ETFs, equities, fixed income, and annuities.
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