# Investment Research Corp

> 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.

- CRD: 108208
- Filed as: INVESTMENT RESEARCH CORP
- Also doing business as: WORLD CAPITAL BROKERAGE ADVISORY SERVICES
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Denver, CO
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108208
- AdvisorCensus page: https://advisorcensus.com/firm/investment-research-corp-denver-co-108208

## Quick answers

**How is Investment Research Corp compensated?**
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).

**Where is Investment Research Corp located?**
Investment Research Corp's principal office is in Denver, CO, according to its Form ADV.

**Is Investment Research Corp registered with the SEC or a state?**
Investment Research Corp is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 108208.

**How much does Investment Research Corp manage?**
Investment Research Corp reports $76,319,944 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (26% discretionary).

**How have Investment Research Corp's assets and staff changed since 2021?**
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.

**What types of clients does Investment Research Corp serve?**
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).

**Does Investment Research Corp report any disciplinary disclosures?**
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

**What changed in Investment Research Corp's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $76,319,944
- Discretionary: $19,901,160
- Non-discretionary: $56,418,784

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 159 | $39,214,434 |
| High net worth individuals | 4 | $11,476,288 |
| Investment companies | 1 | $19,901,160 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,728,062 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 1972 (54 years)
- Employees: 21 total, 16 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 3 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.C(2): 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?
- 11.C(4): Has the SEC or the CFTC ever entered an order against the firm or an advisory affiliate in connection with investment-related activity?
- 11.C(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/108208

### Websites listed on Form ADV (Item 1.I)
- invresearch.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $42,117,630 | 16 | March 22, 2021 |
| October 2022 | $52,684,629 | 16 | March 25, 2022 |
| October 2023 | $43,527,085 | 18 | March 3, 2023 |
| October 2024 | $52,021,890 | 17 | March 27, 2024 |
| October 2025 | $63,421,004 | 17 | March 6, 2025 |
| October 2026 | $76,319,944 | 21 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 14 to 16.
- Regulatory assets under management went from $63,421,004 to $76,319,944 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Research Corp (CRD 108208): Form ADV filing data as of October 2026.