AdvisorCensus / Financial advisors / Georgia / Atlanta / IRA Group, Inc.
IRA Group, Inc.
Filed as IRA GROUP, INC. · Legal name Investment Research & Advisory Group, Inc.
IRA Group, Inc. is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2009, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.
Quick answers
From the filingHow is IRA Group, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), IRA Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.
What does IRA Group, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated March 11, 2026 states: Up to $2,500,000: 0.9% a year; $2,500,000 to $5,000,000: 0.75% a year; $5,000,000 to $10,000,000: 0.5% a year; $10,000,000 to $20,000,000: 0.45% a year; Above $20,000,000: 0.4% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is IRA Group, Inc. located?
IRA Group, Inc.'s principal office is in Atlanta, GA, according to its Form ADV.
Is IRA Group, Inc. registered with the SEC or a state?
IRA Group, Inc. is an SEC-registered investment advisory firm, registered since 2009. Status as filed: Approved. CRD 126246.
How much does IRA Group, Inc. manage?
IRA Group, Inc. reports $15,416,741,614 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (7% discretionary).
How have IRA Group, Inc.'s assets and staff changed since 2021?
In the Form ADV data for IRA Group, Inc.: Regulatory assets under management: $7,620,749,433 in the October 2021 data and $15,416,741,614 in the October 2026 data, up 102%. Total employees: 11 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does IRA Group, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (103); individuals (other than high net worth individuals) (89); pension and profit sharing plans (but not the plan participants or government pension plans) (85).
Which custodians does IRA Group, Inc. use?
IRA Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Distributors Company LLC as a custodian holding 10% or more of its separately managed account assets.
Does IRA Group, Inc. report any disciplinary disclosures?
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). 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/126246
Does IRA Group, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated March 11, 2026 says: "The minimum account size for private client engagements is $1 million." "IRA Group has the discretion to waive the minimum account size for private clients."
What changed in IRA Group, Inc.'s recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 16 to 18. Regulatory assets under management went from $13,197,612,044 to $15,416,741,614 (+17%). Registered or notice-filed in OH. Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,500,000 | 0.9% |
| $2,500,000 to $5,000,000 | 0.75% |
| $5,000,000 to $10,000,000 | 0.5% |
| $10,000,000 to $20,000,000 | 0.45% |
| Above $20,000,000 | 0.4% |
The brochure's wording
The fees for IRA Group’s private client services are assessed as a percentage of assets under management. The billing tier is calculated by aggregating the value of all accounts within a client billing group, which are accounts related to a client.
on the first $ 2,500,000 0.90% on the next $ 2,500,000 0.75% on the next $ 5,000,000 0.50% on the next $ 10,000,000 0.45% Above $ 20,000,000 0.40%
Fees are negotiable.
Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
The minimum account size for private client engagements is $1 million.
IRA Group has the discretion to waive the minimum account size for private clients.
As stated in the firm's Form ADV Part 2A brochure dated March 11, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$15,416,741,614 as of October 2026, filing dated March 11, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Legal name
- Investment Research & Advisory Group, Inc.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2009 (16 years)
- Employees
- Total: 19. Performing investment advisory functions: 18.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
11 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 112 Reports 2 disclosure items on Form ADV Item 11. View on IAPD.
Questions answered yes on this filing
Regulatory matters Items 11.C to 11.G
- 11.D(2) Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4) In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related 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. What happened, and who was involved, is on the Disclosure Reporting Pages of the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $15,416,741,614 | 19 | March 11, 2026 |
| October 2025 | $13,197,612,044 | 17 | February 24, 2025 |
| October 2024 | $11,497,961,224 | 16 | March 19, 2024 |
| October 2023 | $9,075,041,999 | 16 | March 16, 2023 |
| October 2022 | $9,847,736,267 | 15 | March 29, 2022 |
| October 2021 | $7,620,749,433 | 11 | March 30, 2021 |
Regulatory assets under management: $7,620,749,433 in the October 2021 data and $15,416,741,614 in the October 2026 data, up 102%.
Total employees: 11 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 16 to 18.
- Regulatory assets under management went from $13,197,612,044 to $15,416,741,614 (+17%).
- Registered or notice-filed in OH.
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. IRA Group, Inc. (CRD 126246): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ira-group-inc-atlanta-ga-126246