{
  "crd_number": 339128,
  "slug": "ironwood-investment-group-llc-hereford-tx-339128",
  "primary_business_name": "IRONWOOD INVESTMENT GROUP LLC",
  "legal_name": "IRONWOOD INVESTMENT GROUP LLC",
  "dbas": [],
  "city": "Hereford",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "25820",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2025-12-03",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-28",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://ironwoodinvestmentgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339128",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    }
  ],
  "city_as_filed": "HEREFORD",
  "url": "https://advisorcensus.com/firm/ironwood-investment-group-llc-hereford-tx-339128",
  "display_name": "Ironwood Investment Group LLC",
  "summary": "Ironwood Investment Group LLC is a state-registered investment advisory firm in Hereford, TX, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 28, 2026.",
  "citation": "AdvisorCensus. Ironwood Investment Group LLC (CRD 339128): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Ironwood Investment Group LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ironwood Investment Group 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."
    },
    {
      "q": "Where is Ironwood Investment Group LLC located?",
      "a": "Ironwood Investment Group LLC's principal office is in Hereford, TX, according to its Form ADV."
    },
    {
      "q": "Is Ironwood Investment Group LLC registered with the SEC or a state?",
      "a": "Ironwood Investment Group LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339128."
    },
    {
      "q": "How much does Ironwood Investment Group LLC manage?",
      "a": "Ironwood Investment Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 28, 2026."
    },
    {
      "q": "Does Ironwood Investment Group LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339128"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/ironwood-investment-group-llc-hereford-tx-339128.md",
  "clients": [],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/339128",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}
