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.
Irc Wealth
Atlanta, GA
Investors Research Corporation, CRD 132022
Firm filing updated February 25, 2026 ·
- $666.7MAssets
- 8Advisory staff
- 1,076Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals217
- High net worth individuals149
- Pension and profit sharing plans7
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 217 | $102.4 million |
| High net worth individuals | 149 | $529.7 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $10.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $23.9 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
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$666.7 million
- Accounts1,076
- Discretionary$608.7 million · 959 accounts
- Non-discretionary$58.1 million · 117 accounts
People
- Employees11
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients101 to 250
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Investors Research Corporation SEC-registered investment advisor. CRD 132022, SEC file 801-64349.
- Registered with the SEC as an investment advisor (status date on record: January 23, 2006).
Is Irc Wealth a fiduciary?
Short answer: Irc Wealth 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.