Ironstream Capital, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,504,556
Clients
43
56% high-net worth
Advisors
1
of 2 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
43
HighAverage account size
$2,011,734
About
Ironstream Capital provides investment advisory and financial planning services to individuals, high-net-worth clients, and personal trusts and estates, addressing retirement, estate and charitable planning, college savings, and other financial decisions. The firm manages roughly $86.5 million in discretionary client assets across a limited number of client relationships.
Ironstream develops an Investment Policy Statement for each client and customizes portfolio allocations using individual equities, fixed income, ETFs, and commingled funds, exercising discretionary authority to implement buy, sell, and hold decisions. Its investment process integrates fundamental and quantitative analysis with sustainability factors—using valuation, growth, momentum, and environmental/social considerations—while actively managing sector, interest-rate, and credit exposures.
Noteworthy features relative to many peers include a concentrated client base with relatively high assets per relationship and an exclusively discretionary management model. The firm offers an Impact Equity strategy alongside donor-advised fund and 529 target-enrollment approaches, and it routinely leaves proxy voting decisions to clients rather than voting on their behalf.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001 - $5,000,000: 0.60% annually $5,000,001+: 0.40% annually
Account minimum: $3,000,000
Main office location
Ironstream Capital, LLC
Seattle WA, United States
Number of offices
1
Most active in
Ironstream Capital, LLC has reported serving >5 clients in these states in the last 12 months.
Alaska · Texas · Washington
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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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