# IOR

> IOR is an SEC-registered investment advisory firm in Clayton, MO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 311647
- Legal name: Investment Office Resources, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clayton, MO
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311647
- AdvisorCensus page: https://advisorcensus.com/firm/ior-clayton-mo-311647

## Quick answers

**How is IOR compensated?**
On its Form ADV (Item 5.E, October 2026), IOR reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**What does IOR's brochure say about its fees?**
Its Form ADV Part 2A brochure dated February 6, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is IOR located?**
IOR's principal office is in Clayton, MO, according to its Form ADV.

**Is IOR registered with the SEC or a state?**
IOR is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 311647.

**How much does IOR manage?**
IOR reports $126,500,157 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**How have IOR's assets and staff changed since 2024?**
In the Form ADV data for IOR: Regulatory assets under management: $107,209,054 in the October 2024 data and $126,500,157 in the October 2026 data, up 18%. Total employees: 7 in October 2024 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Which custodians does IOR use?**
IOR's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists US Bank as a custodian holding 10% or more of its separately managed account assets.

**Does IOR report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311647

**What changed in IOR's recent Form ADV filings?**
In the March 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated February 6, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Annual fees are assessed at a maximum of 1.00%. Consulting services are included in these fees for asset management services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- US Bank

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $126,500,157
- Discretionary: $126,500,157
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Charitable organizations | Fewer than 5 | $126,500,157 |

### Advisory services (Item 5.G)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 11 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentofficeresources.com
- investmentofficeresources.net
- iorllc.com
- iorllc.net
- LinkedIn @iorllc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $107,209,054 | 7 | February 4, 2024 |
| October 2025 | $112,930,667 | 11 | July 22, 2025 |
| October 2026 | $126,500,157 | 11 | February 6, 2026 |

Regulatory assets under management: $107,209,054 in the October 2024 data and $126,500,157 in the October 2026 data, up 18%.
Total employees: 7 in October 2024 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $112,930,667 to $126,500,157 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IOR (CRD 311647): Form ADV filing data as of October 2026.