# Ironwood Investment Group LLC

> 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.

- CRD: 339128
- Filed as: IRONWOOD INVESTMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hereford, TX
- Filing period: October 2026
- Form ADV filing dated: July 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339128
- AdvisorCensus page: https://advisorcensus.com/firm/ironwood-investment-group-llc-hereford-tx-339128

## Quick answers

**How is Ironwood Investment Group LLC compensated?**
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.

**Where is Ironwood Investment Group LLC located?**
Ironwood Investment Group LLC's principal office is in Hereford, TX, according to its Form ADV.

**Is Ironwood Investment Group LLC registered with the SEC or a state?**
Ironwood Investment Group LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 339128.

**How much does Ironwood Investment Group LLC manage?**
Ironwood Investment Group LLC reports $0 in regulatory assets under management in its Form ADV filing dated July 28, 2026.

**Does Ironwood Investment Group LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.A(2): In the past ten years, has the firm or an advisory affiliate been charged with a felony?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339128

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ironwood Investment Group LLC (CRD 339128): Form ADV filing data as of October 2026.