# Ironview Capital Management, LLC

> Ironview Capital Management, LLC is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 150250
- Filed as: IRONVIEW CAPITAL MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/150250
- AdvisorCensus page: https://advisorcensus.com/firm/ironview-capital-management-llc-conshohocken-pa-150250

## Quick answers

**How is Ironview Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ironview Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ironview Capital Management, LLC located?**
Ironview Capital Management, LLC's principal office is in Conshohocken, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Ironview Capital Management, LLC registered with the SEC or a state?**
Ironview Capital Management, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 150250.

**How much does Ironview Capital Management, LLC manage?**
Ironview Capital Management, LLC reports $1,394,221,866 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (98% discretionary).

**How have Ironview Capital Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Ironview Capital Management, LLC: Regulatory assets under management: $567,900,454 in the October 2021 data and $1,394,221,866 in the October 2026 data, up 146%. Total employees: 8 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ironview Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (307); individuals (other than high net worth individuals) (79); pension and profit sharing plans (but not the plan participants or government pension plans) (58).

**Which custodians does Ironview Capital Management, LLC use?**
Ironview Capital Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Ironview Capital Management, 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/150250

**Does Ironview Capital Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "At this time, ICM requires a minimum of $500,000 to establish and maintain an advisory relationship. In our sole discretion, we may waive this requirement."

**What changed in Ironview Capital Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,146,358,881 to $1,394,221,866 (+22%). Added an office in Philadelphia, PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> At this time, ICM requires a minimum of $500,000 to establish and maintain an advisory relationship. In our sole discretion, we may waive this requirement.

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

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

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: $1,394,221,866
- Discretionary: $1,372,394,112
- Non-discretionary: $21,827,754

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $17,712,060 |
| High net worth individuals | 307 | $1,105,815,199 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $13,680,911 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 58 | $257,013,696 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### 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
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 12 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, DC, FL, GA, MA, MD, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Miami, FL
- Philadelphia, PA

### Websites listed on Form ADV (Item 1.I)
- ironview.com
- LinkedIn @ironview
- X @ironviewcapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $567,900,454 | 8 | August 17, 2021 |
| October 2022 | $764,863,130 | 11 | September 15, 2022 |
| October 2023 | $723,753,182 | 11 | May 26, 2023 |
| October 2024 | $850,983,461 | 11 | March 29, 2024 |
| October 2025 | $1,146,358,881 | 12 | March 26, 2025 |
| October 2026 | $1,394,221,866 | 12 | March 31, 2026 |

Regulatory assets under management: $567,900,454 in the October 2021 data and $1,394,221,866 in the October 2026 data, up 146%.
Total employees: 8 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,146,358,881 to $1,394,221,866 (+22%).
- Added an office in Philadelphia, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironview Capital Management, LLC (CRD 150250): Form ADV filing data as of October 2026.