AdvisorCensus / Financial advisors / Nebraska / Omaha / Ironvine Capital Partners, LLC
Ironvine Capital Partners, LLC is an SEC-registered investment advisory firm in Omaha, NE, registered since 2017, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.
Quick answers
From the filingHow is Ironvine Capital Partners, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Ironvine Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Ironvine Capital Partners, LLC charge?
Its Form ADV Part 2A brochure dated May 13, 2026 states: Up to $9,999,999.99: 1% a year; $10,000,000 to $24,999,999.99: 0.9% a year; $25,000,000 to $49,999,999.99: 0.8% a year; $50,000,000 to $99,999,999.99: 0.7% a year; Above $100,000,000: 0.6% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Ironvine Capital Partners, LLC located?
Ironvine Capital Partners, LLC's principal office is in Omaha, NE, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Ironvine Capital Partners, LLC registered with the SEC or a state?
Ironvine Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 168892.
How much does Ironvine Capital Partners, LLC manage?
Ironvine Capital Partners, LLC reports $1,143,727,875 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).
How have Ironvine Capital Partners, LLC's assets and staff changed since 2021?
In the Form ADV data for Ironvine Capital Partners, LLC: Regulatory assets under management: $899,173,126 in the October 2021 data and $1,143,727,875 in the October 2026 data, up 27%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Ironvine Capital Partners, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (61); pension and profit sharing plans (but not the plan participants or government pension plans) (24).
Which custodians does Ironvine Capital Partners, LLC use?
Ironvine Capital Partners, LLC'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 Ironvine Capital Partners, 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/168892
Does Ironvine Capital Partners, LLC state an account minimum?
Its Form ADV Part 2A brochure dated May 13, 2026 says: "As a general rule, we require a minimum account size of $250,000. We may waive or increase account minimums at our sole discretion."
What changed in Ironvine Capital Partners, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Registered or notice-filed in FL.
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
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 $9,999,999.99 | 1% |
| $10,000,000 to $24,999,999.99 | 0.9% |
| $25,000,000 to $49,999,999.99 | 0.8% |
| $50,000,000 to $99,999,999.99 | 0.7% |
| Above $100,000,000 | 0.6% |
The brochure's wording
Ironvine charges clients an annual management fee. Fees are paid quarterly, in advance, based on the value of the client’s assets under management (AUM) as of the last day of the previous quarter.
< $10 million: 1.00% $10 million: 0.90% $25 million: 0.80% $50 million: 0.70% $100 million: 0.60%
Account minimum: $250,000 (the brochure says it may be waived or negotiated)
The brochure's wording
As a general rule, we require a minimum account size of $250,000. We may waive or increase account minimums at our sole discretion.
As stated in the firm's Form ADV Part 2A brochure dated May 13, 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$1,143,727,875 as of October 2026, filing dated May 13, 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2017 (9 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- 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.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the June 2026 filing
- States registered or notice-filed
-
4 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on 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 | $1,143,727,875 | 5 | May 13, 2026 |
| October 2025 | $1,098,482,929 | 6 | April 29, 2025 |
| October 2024 | $942,566,873 | 5 | March 8, 2024 |
| October 2023 | $827,464,747 | 5 | June 8, 2023 |
| October 2022 | $1,021,571,034 | 4 | March 18, 2022 |
| October 2021 | $899,173,126 | 3 | March 4, 2021 |
Regulatory assets under management: $899,173,126 in the October 2021 data and $1,143,727,875 in the October 2026 data, up 27%.
Total employees: 3 in October 2021 and 5 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 6 to 5.
- Registered or notice-filed in FL.
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. Ironvine Capital Partners, LLC (CRD 168892): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/ironvine-capital-partners-llc-omaha-ne-168892