# IRC Wealth

> IRC Wealth is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2006, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 132022
- Filed as: IRC WEALTH
- Legal name: Investors Research Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/132022
- AdvisorCensus page: https://advisorcensus.com/firm/irc-wealth-atlanta-ga-132022

## Quick answers

**How is IRC Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), IRC Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is IRC Wealth located?**
IRC Wealth's principal office is in Atlanta, GA, according to its Form ADV.

**Is IRC Wealth registered with the SEC or a state?**
IRC Wealth is an SEC-registered investment advisory firm, registered since 2006. Status as filed: Approved. CRD 132022.

**How much does IRC Wealth manage?**
IRC Wealth reports $666,716,622 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (91% discretionary).

**How have IRC Wealth's assets and staff changed since 2021?**
In the Form ADV data for IRC Wealth: Regulatory assets under management: $332,765,203 in the October 2021 data and $666,716,622 in the October 2026 data, up 100%. Total employees: 7 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IRC Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (217); high net worth individuals (149); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does IRC Wealth use?**
IRC Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does IRC Wealth 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/132022

**What changed in IRC Wealth's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $578,150,873 to $666,716,622 (+15%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $666,716,622
- Discretionary: $608,652,846
- Non-discretionary: $58,063,776

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 217 | $102,400,996 |
| High net worth individuals | 149 | $529,737,914 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $10,726,416 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $23,851,296 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2006 (20 years)
- Employees: 11 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, MA, NJ, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ircwealth.com
- Facebook @IRCWEALTH
- LinkedIn @IRC-WEALTH
- X @IRCWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $332,765,203 | 7 | March 16, 2021 |
| October 2022 | $436,311,929 | 7 | March 22, 2022 |
| October 2023 | $432,287,700 | 9 | March 22, 2023 |
| October 2024 | $518,771,936 | 8 | March 11, 2024 |
| October 2025 | $578,150,873 | 9 | February 13, 2025 |
| October 2026 | $666,716,622 | 11 | February 25, 2026 |

Regulatory assets under management: $332,765,203 in the October 2021 data and $666,716,622 in the October 2026 data, up 100%.
Total employees: 7 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $578,150,873 to $666,716,622 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IRC Wealth (CRD 132022): Form ADV filing data as of October 2026.