SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
IRA Group, Inc.
Atlanta, GA
Investment Research & Advisory Group, Inc., CRD 126246
Firm filing updated March 11, 2026 ·
- $15.4BAssets
- 18Advisory staff
- 691Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- OtherYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- High net worth individuals103
- Individuals89
- Pension and profit sharing plans85
- Charities5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 89 | $37.0 million |
| High net worth individuals | 103 | $600.4 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 85 | $13.8 billion |
| Charitable organizations | 5 | $51.6 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $287.9 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $7.9 million |
| Other: "457, 403B, DC NQ AND ESOP" | 20 | $590.2 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 4 services
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$15.4 billion
- Accounts691
- Discretionary$1.1 billion · 570 accounts
- Non-discretionary$14.4 billion · 121 accounts
People
- Employees19
- Advisory staff18
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
13 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Investment Research & Advisory Group, Inc. SEC-registered investment advisor. CRD 126246, SEC file 801-70558.
- Registered with the SEC as an investment advisor (status date on record: October 2, 2009).
Is IRA Group, Inc. a fiduciary?
Short answer: IRA Group, Inc. is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.