Ironcrest Capital Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,571,409
Total clients
110
5% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
110
Average account size
$296,104
About
Ironcrest Capital Management LLC provides discretionary investment management through wrap-fee Asset Management and Comprehensive Portfolio Management for individuals (including high‑net‑worth clients), trusts, estates and business entities. The firm operates as a single-advisor independent RIA and manages wrapped accounts on an individualized basis.
The firm’s investment process blends multiple methods of analysis — including fundamental, technical, quantitative and sector analysis — with asset-allocation, alternative investments and both long‑term and short‑term trading strategies. Accounts are reviewed at least quarterly, and the firm may employ margin borrowing and leveraged ETFs in separately managed accounts when deemed appropriate to a client’s objectives and risk tolerance.
Notable distinctions include sponsoring and limiting advisory services to a wrap fee program, a practice that is less common among solo independent advisers. The firm’s principal maintains insurance producer licensing and has prior broker‑dealer registration experience, and the adviser routinely recommends a major institutional custodian and receives related institutional support services.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Real estate investing
Main office location
Ironcrest Capital Management LLC
2420 Castillo Street, Suite 100
Santa Barbara CA 93105, United States
Number of offices
1
Most active in
Ironcrest Capital Management LLC has reported serving >5 clients in these states in the last 12 months.
California · 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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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