A complete list of active advisors currently associated with Ironsides Asset Advisors, LLC
Warmer can help you find a great advisor at Ironsides Asset Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ironsides Asset Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Rocky Mount, NC
| 14
| |
Rocky Mount, NC
| 0
| |
Rocky Mount, NC
| 14
|
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