# Ironwood Capital Advisors LLC

> Ironwood Capital Advisors LLC is an SEC-registered investment advisory firm in Avon, CT, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.

- CRD: 321642
- Filed as: IRONWOOD CAPITAL ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Avon, CT
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/321642
- AdvisorCensus page: https://advisorcensus.com/firm/ironwood-capital-advisors-llc-avon-ct-321642

## Quick answers

**How is Ironwood Capital Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ironwood Capital Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Ironwood Capital Advisors LLC located?**
Ironwood Capital Advisors LLC's principal office is in Avon, CT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ironwood Capital Advisors LLC registered with the SEC or a state?**
Ironwood Capital Advisors LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 321642.

**How much does Ironwood Capital Advisors LLC manage?**
Ironwood Capital Advisors LLC reports $766,243,903 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (100% discretionary).

**How have Ironwood Capital Advisors LLC's assets and staff changed since 2022?**
In the Form ADV data for Ironwood Capital Advisors LLC: Regulatory assets under management: $0 in the October 2022 data and $766,243,903 in the October 2026 data. Total employees: 20 in October 2022 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ironwood Capital Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (10).

**Does Ironwood Capital Advisors 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/321642

**What changed in Ironwood Capital Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 18 to 19. Regulatory assets under management went from $902,991,467 to $766,243,903 (-15%). Changed its office addresses in Boston, MA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $766,243,903
- Discretionary: $766,243,903
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 10 | $766,243,903 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 19 total, 19 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, MA
- 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
- Boston, MA

### Websites listed on Form ADV (Item 1.I)
- ironwoodcap.com
- wildwood-cap.com
- LinkedIn @ironwood-capital
- LinkedIn @wildwood-capital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 20 | May 9, 2022 |
| October 2023 | $771,064,128 | 20 | September 21, 2023 |
| October 2024 | $880,414,196 | 16 | March 27, 2024 |
| October 2025 | $902,991,467 | 18 | March 27, 2025 |
| October 2026 | $766,243,903 | 19 | March 29, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $766,243,903 in the October 2026 data.
Total employees: 20 in October 2022 and 19 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 18 to 19.
- Regulatory assets under management went from $902,991,467 to $766,243,903 (-15%).
- Changed its office addresses in Boston, MA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironwood Capital Advisors LLC (CRD 321642): Form ADV filing data as of October 2026.