# Ironclad Investments LLC

> Ironclad Investments LLC is an SEC-registered investment advisory firm in Maitland, FL, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154872
- Filed as: IRONCLAD INVESTMENTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Maitland, FL
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154872
- AdvisorCensus page: https://advisorcensus.com/firm/ironclad-investments-llc-maitland-fl-154872

## Quick answers

**How is Ironclad Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ironclad Investments LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Ironclad Investments LLC located?**
Ironclad Investments LLC's principal office is in Maitland, FL, according to its Form ADV.

**Is Ironclad Investments LLC registered with the SEC or a state?**
Ironclad Investments LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154872.

**How much does Ironclad Investments LLC manage?**
Ironclad Investments LLC reports $217,885,495 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Ironclad Investments LLC's assets and staff changed since 2021?**
In the Form ADV data for Ironclad Investments LLC: Regulatory assets under management: $86,267,916 in the October 2021 data and $217,885,495 in the October 2026 data, up 153%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ironclad Investments LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Ironclad Investments LLC 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/154872

**What changed in Ironclad Investments LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $179,246,781 to $217,885,495 (+22%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $217,885,495
- Discretionary: $217,885,495
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $217,885,495 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [ironcladfunds.com](https://ironcladfunds.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $86,267,916 | 2 | March 22, 2021 |
| October 2022 | $98,766,731 | 2 | March 21, 2022 |
| October 2023 | $136,024,140 | 2 | March 13, 2023 |
| October 2024 | $158,307,169 | 2 | March 27, 2024 |
| October 2025 | $179,246,781 | 2 | March 28, 2025 |
| October 2026 | $217,885,495 | 2 | March 30, 2026 |

Regulatory assets under management: $86,267,916 in the October 2021 data and $217,885,495 in the October 2026 data, up 153%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $179,246,781 to $217,885,495 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironclad Investments LLC (CRD 154872): Form ADV filing data as of October 2026.