I
Iron Link Capital LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,400,000
Clients
32
19% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$481,250
About
Iron Link Capital provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and business entities, and also serves qualified retirement plans. Services include ongoing portfolio management, preparation of financial plans at no additional cost, and ERISA-plan consulting and advisory work for 401(k)/403(b), pension, cash balance, and profit-sharing plans.
The firm constructs client portfolios based on clients’ stated goals, time horizons and risk tolerances, using tools such as Monte Carlo analysis to evaluate outcomes and employing sub‑advisors when appropriate to implement agreed investment models. Investment authority is typically discretionary, with the adviser monitoring portfolios quarterly and rebalancing or adjusting as client circumstances or market conditions warrant.
What distinguishes the firm from many peers is its combination of retirement-plan advisory work (including limited‑scope ERISA 3(21) fiduciary services and participant education) alongside retail asset management, and the principal’s concurrent activity as a licensed insurance agent (conducting roughly 10% of his time in that role). The brochure discloses these dual roles and describes written procedures and disclosures intended to address the attendant conflicts of interest and to limit the types of plan assets it will manage.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
$0 - $100,000: 1.50% annually $100,001 - $250,000: 1.25% annually $250,001 - $1,000,000: 1.10% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $5,000,000: 0.70% annually Over $5,000,000+: 0.60% annually
Main office location
Iron Link Capital LLC
Pittsburgh PA, United States
Number of offices
1
Most active in
Iron Link Capital LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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