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Ironsides Asset Advisors, LLC

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Client assets under management

$1,385,133,957

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Clients

34

76% high-net worth

Advisors

2

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

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Clients per advisor

17

Very Low

Average account size

$40,739,234

About

Ironsides Asset Advisors provides financial planning, portfolio management and general consulting to high‑net‑worth individuals and institutional clients, including trusts, corporations, pension plans and charitable organizations. The firm prepares Financial Profiles and Investment Policy Statements as the basis for ongoing portfolio management and implementation.

The firm develops individualized asset allocation plans and implements them through separately managed accounts, third‑party managers, mutual funds, ETFs, individual equities and fixed income, and performs detailed manager due diligence for private fund allocations. While Ironsides accepts discretionary authority for some mandates, it manages a large portion of client assets on a non‑discretionary basis and uses hedging and tactical instruments where appropriate.

Compared with many peers, Ironsides serves a relatively small number of clients while managing over $1.4 billion in assets, producing concentrated, bespoke relationships and a high level of assets per client relationship. The firm’s use of options, short positions, margin and selective long/short and arbitrage strategies within separately managed accounts, together with allocations to hedge funds and private equity, is less common among similarly sized team advisors.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Active portfolio management Options & derivatives strategies Wealth management

Fee options

Fixed

Fixed fees for stand-alone financial planning services, negotiated at time of engagement; fixed fees may also apply to consulting services

Percentage

$0 - $10,000,000: 0.85% $10,000,001+: 0.70%

Project-based

Hourly fees for general consulting services, negotiated at time of engagement

Other

Account minimum: $5,000,000 Minimum fee: Minimum annual fee of $42,500

Main office location

Ironsides Asset Advisors, LLC

511 Tarrytown Center

Rocky Mount NC 27804, United States

Number of offices

1

Most active in

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North Carolina

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

252-443-7041

Advisors at this firm

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Mark R

CFA®, Series 63

Rocky Mount, NC

Ironsides Asset Advisors, LLC

Mark Roberts is a CFA® charterholder with 13 years of industry experience. He is a senior vice president at Tuscarora Company, LLC, where he has been involved since 2009. Roberts is also a member of the three-advisor team at Ironsides Asset Advisors, LLC. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to high-net-worth individuals and institutional clients. The firm develops individualized asset allocation plans and employs a range of investment strategies, including options, long/short positions, and private fund allocations, managing over $1.4 billion in assets across a relatively small client base.

Private / alternative investments Active portfolio management Options & derivatives strategies Wealth management
user avatar

Emmett G

Series 65

Rocky Mount, NC

Ironsides Asset Advisors, LLC

Emmett Gibson is a financial advisor with Ironsides Asset Advisors, LLC, holding a Series 65 designation and 13 years of industry experience. He has been with Ironsides since 2009 and is also the president and owner of Tuscarora Company, LLC, a private investment business that provides administrative services to Ironsides. Additionally, he serves as trustee of the Robert D. Gorham, Jr. Master Foundation Trust and is involved with several foundations. Ironsides Asset Advisors provides financial planning, portfolio management, and consulting services to high-net-worth individuals and institutional clients. The firm emphasizes individualized asset allocation plans, employs a range of investment strategies including hedging and tactical instruments, and manages over $1.4 billion in assets across a relatively small client base.

Private / alternative investments Active portfolio management Options & derivatives strategies Wealth management
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