{
  "crd_number": 108208,
  "slug": "investment-research-corp-denver-co-108208",
  "primary_business_name": "INVESTMENT RESEARCH CORP",
  "legal_name": "INVESTMENT RESEARCH CORP",
  "dbas": [
    "WORLD CAPITAL BROKERAGE ADVISORY SERVICES"
  ],
  "city": "Denver",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1972-04-26",
  "years_registered": 54,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 76319944.0,
  "raum_discretionary": 19901160.0,
  "raum_non_discretionary": 56418784.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 21,
  "advisory_employees": 16,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 39214434.0,
      "count": 159
    },
    "investment_companies": {
      "raum": 19901160.0,
      "count": 1
    },
    "pension_profit_sharing": {
      "raum": 5728062.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 11476288.0,
      "count": 4
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 3,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "HI",
    "ID",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "MO",
    "NC",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "SC",
    "TX",
    "UT",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://invresearch.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108208",
  "disclosure_items": [
    {
      "item": "11.C(2)",
      "question": "Has the SEC or the CFTC ever found that the firm or an advisory affiliate was involved in a violation of SEC or CFTC regulations or statutes?"
    },
    {
      "item": "11.C(4)",
      "question": "Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    },
    {
      "item": "11.C(5)",
      "question": "Has the SEC or the CFTC ever imposed a civil money penalty on the firm or an advisory affiliate, or ordered the firm or an advisory affiliate to cease and desist from an activity?"
    }
  ],
  "city_as_filed": "DENVER",
  "url": "https://advisorcensus.com/firm/investment-research-corp-denver-co-108208",
  "display_name": "Investment Research Corp",
  "summary": "Investment Research Corp is an SEC-registered investment advisory firm in Denver, CO, registered since 1972, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. Investment Research Corp (CRD 108208): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Investment Research Corp compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Investment Research Corp reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Investment Research Corp located?",
      "a": "Investment Research Corp's principal office is in Denver, CO, according to its Form ADV."
    },
    {
      "q": "Is Investment Research Corp registered with the SEC or a state?",
      "a": "Investment Research Corp is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 108208."
    },
    {
      "q": "How much does Investment Research Corp manage?",
      "a": "Investment Research Corp reports $76,319,944 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary)."
    },
    {
      "q": "How have Investment Research Corp's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Investment Research Corp: Regulatory assets under management: $42,117,630 in the October 2021 data and $76,319,944 in the October 2026 data, up 81%. Total employees: 16 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Investment Research Corp serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (159); high net worth individuals (4); pension and profit sharing plans (but not the plan participants or government pension plans) (2)."
    },
    {
      "q": "Does Investment Research Corp report any disciplinary disclosures?",
      "a": "Reports 3 disclosure items on Form ADV Item 11: yes answers to 11.C(2) (SEC or CFTC finding of a violation), 11.C(4) (SEC or CFTC order), and 11.C(5) (SEC or CFTC civil money penalty or cease-and-desist order). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108208"
    },
    {
      "q": "What changed in Investment Research Corp's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 14 to 16. Regulatory assets under management went from $63,421,004 to $76,319,944 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 42117630.0,
      "total_employees": 16,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 52684629.0,
      "total_employees": 16,
      "filing_date": "2022-03-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 43527085.0,
      "total_employees": 18,
      "filing_date": "2023-03-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 52021890.0,
      "total_employees": 17,
      "filing_date": "2024-03-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 63421004.0,
      "total_employees": 17,
      "filing_date": "2025-03-06"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 76319944.0,
      "total_employees": 21,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 14 to 16.",
        "Regulatory assets under management went from $63,421,004 to $76,319,944 (+20%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/investment-research-corp-denver-co-108208.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 159,
      "fewer_than_5": false,
      "raum": 39214434.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 4,
      "fewer_than_5": false,
      "raum": 11476288.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 19901160.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 5728062.0
    }
  ],
  "disclosure_line": "Reports 3 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/108208",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}