Ironsides Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,385,133,957
Clients
34
Advisors
3
of 3 employees
About
Ironsides Asset Advisors provides financial planning, portfolio management and general consulting to individuals, high‑net‑worth clients and institutional entities such as trusts, pension plans, foundations and estates. At the outset of each relationship the firm develops a Financial Profile and an Investment Policy Statement and implements those plans through managed accounts, use of separate account managers, and, when appropriate, third‑party wrap programs.
The firm’s investment process centers on asset allocation and active manager selection, combining quantitative analysis (e.g., rolling correlations, volatility measures, Sortino ratios) with qualitative due diligence for hedge funds, private equity/credit and other private asset managers. Portfolios use direct equities and fixed income, ETFs and pooled funds, and the firm discloses selective use of hedging and derivatives as well as margin, options writing, short sales and occasional arbitrage in separately managed accounts.
Notably, as of December 31, 2025 Ironsides reported approximately $578 million in discretionary assets and about $846 million in non‑discretionary assets, so a majority of its AUM is managed non‑discretionarily — a structure that differs from most comparable team firms. The firm oversees roughly $1.42 billion across a relatively small, concentrated client roster and operates with private‑investment activity and administrative support affiliated with a family investment company, resulting in high assets per advisor and extensive engagement with illiquid and alternative strategies.
Client services
Expertise
Occupation focus
Fee options
Fixed fees negotiated for stand-alone financial planning services and consulting projects
$0 - $10,000,000: 0.85% annually Over $10,000,000+: 0.70% annually
Hourly and fixed fees negotiated for consulting services
Account minimum: $5,000,000 Minimum fee: Minimum annual fee of $42,500
Main office
511 Tarrytown Center
Rocky Mount NC 27804
Advisors at this office
3
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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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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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.
Advisors at this firm
Benjamin R
Series 65
Rocky Mount, NC
Ironsides Asset Advisors, LLC
Benjamin Roberts is a financial advisor at Ironsides Asset Advisors, LLC with a Series 65 designation and one year of industry experience. His prior work includes roles at Five Points Capital, Plexus Capital, Ernst & Young, LLP, and Wake Forest University School of Business. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach emphasizes asset allocation and active manager selection, combining quantitative analysis with qualitative due diligence across a range of asset classes including hedge funds, private equity, and fixed income.
Mark R
CFA®, Series 63
Rocky Mount, NC
Ironsides Asset Advisors, LLC
Mark Roberts is a CFA® charterholder with 14 years of industry experience. He serves as a senior vice president of Tuscarora Company LLC, a private investment business that also provides administrative services to Ironsides Asset Advisors, LLC, where he has worked since 2009. Ironsides Asset Advisors is a team-based firm that provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm emphasizes asset allocation and active manager selection through a combination of quantitative analysis and qualitative due diligence, managing approximately $1.42 billion in assets across a focused client base.
Emmett G
Series 65
Rocky Mount, NC
Ironsides Asset Advisors, LLC
Emmett Gibson is a financial advisor with Ironsides Asset Advisors, LLC, holding a Series 65 designation and 14 years of industry experience. He has been with Ironsides since 2009 and is also president and owner of Tuscarora Company, LLC, a private investment and administrative services firm. In addition, he serves as trustee of the Robert D. Gorham, Jr. Master Foundation Trust and is involved with several foundations and other businesses. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to individuals, high-net-worth clients, and institutional entities. The firm’s investment approach emphasizes asset allocation and active manager selection, combining quantitative and qualitative analysis across a range of asset types, including hedge funds and private equity.
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