# Investment Resources Center

> Investment Resources Center is a state-registered investment advisory firm in Palatine, IL, registered since 2012, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2024.

- CRD: 156996
- Filed as: INVESTMENT RESOURCES CENTER
- Legal name: Investment Resources Center, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Palatine, IL
- Filing period: October 2026
- Form ADV filing dated: June 10, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/156996
- AdvisorCensus page: https://advisorcensus.com/firm/investment-resources-center-palatine-il-156996

## Quick answers

**How is Investment Resources Center compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Resources Center 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.

**Where is Investment Resources Center located?**
Investment Resources Center's principal office is in Palatine, IL, according to its Form ADV.

**Is Investment Resources Center registered with the SEC or a state?**
Investment Resources Center is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 156996.

**How much does Investment Resources Center manage?**
Investment Resources Center reports $6,120,000 in regulatory assets under management in its Form ADV filing dated June 10, 2024 (100% discretionary).

**What types of clients does Investment Resources Center serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does Investment Resources Center report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/156996

## 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: $6,120,000
- Discretionary: $6,120,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $6,120,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Resources Center (CRD 156996): Form ADV filing data as of October 2026.