Iron River Capital LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$73,439,177
Total clients
149
26% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
37
Average account size
$492,880
About
Iron River Capital LLC provides investment advisory services primarily to individual and high‑net‑worth clients, including ongoing portfolio management, financial and estate planning, and account monitoring. Like most comparable team firms, it charges percentage‑of‑AUM fees and manages client accounts on a discretionary basis.
The firm documents client objectives in individualized Investment Policy Statements, uses both fundamental and technical analysis with a long‑term trading orientation, and employs model allocations with at least quarterly portfolio reviews. It may allocate portions of client assets to third‑party advisers, and it offers a held‑away asset management option that uses an order‑management platform to view and rebalance linked custodial accounts.
Compared with peers, Iron River is unusual in operating five offices and in offering a complimentary e‑newsletter to clients, both of which are uncommon for firms its size. The brochure also discloses that several supervised persons engage in insurance brokerage and accounting activities and that the firm has related corporate affiliations and other outside roles (including media and research activities), with stated policies to disclose and manage the resulting conflicts of interest.
Client services
Fee options
Financial planning fixed fees between $1,000 and $10,000; estate planning fixed fees between $1,000 and $5,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.35% $1,000,001 - $2,000,000: 1.20% $2,000,001+: 0.95%
Commission-based insurance products offered by some representatives, disclosed conflicts of interest
Financial planning hourly fees between $125 and $200
Minimum fee: $500 per quarter minimum fee, may be waived at firm's discretion Fee-only: Portfolio management, financial and estate planning, account monitoring services; no commissions disclosed for advisory fees
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Main office location
Iron River Capital LLC
752 Main Avenue, Unit 201
Durango CO 81301, United States
Number of offices
5
Forms ADV
Quick links
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