Ironwood Investment Group LLC

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Client assets under management

Clients

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

—

About

Ironwood Investment Group LLC is registered as an investment manager offering discretionary and non‑discretionary asset management and related financial planning services to individuals, trusts, estates, charitable organizations and business entities. Although structured to manage client portfolios, the firm currently reports no assets under management and no individual client accounts.

The firm uses a blend of fundamental, technical, charting and cyclical analysis and employs strategies that can include long‑term holdings, option writing, derivatives and margin trading; it charges percentage‑of‑AUM advisory fees, which is a common fee model for managers in this category. Ironwood requires the use of a specified broker‑dealer (Interactive Brokers), bills fees monthly in advance, and documents client authorizations that permit third‑party transfers under standing letters of authorization.

Compared with many peers, Ironwood discloses material changes in its Form ADV and recently updated its brochure to reflect an asset‑reporting change, a type of disclosure event that is relatively uncommon among similar investment managers. The firm also reports limited custody practices (fee deductions and SLOA procedures) and notes that its supervisory personnel devote a substantial portion of their time to an outside business activity, which may be relevant to operational oversight.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Cash flow / budgeting

Fee options

Percentage

1.35% annually

Main office location

Ironwood Investment Group LLC

214 Elm Street

Hereford TX 79045, United States

Number of offices

Most active in

Texas

Disclosures

Business activities & affiliations

Is not 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.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website (806) 201-8617

Advisors at this firm

Uriel V

Series 66

Hereford, TX

Ironwood Investment Group LLC

Uriel Villa Jr. is a financial advisor with Ironwood Investment Group LLC, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Edward Jones and Cargill Meat Solutions. He also operates as a sole proprietor offering fixed insurance sales. Ironwood Investment Group LLC provides discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis with strategies that include long-term holdings, option writing, derivatives, and margin trading.

Options & derivatives strategies Cash flow / budgeting

Julian C

Series 65, Series 66

Hereford, TX

Ironwood Investment Group LLC

Julian Castro is an advisor at Ironwood Investment Group LLC with Series 65 and Series 66 credentials. He has been with Ironwood since 2025 and has no prior industry experience. Outside of his advisory role, he works as an assistant manager at Walmart in Hereford, TX. Ironwood Investment Group LLC is an investment manager providing discretionary and non-discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a blend of fundamental, technical, charting, and cyclical analysis and uses strategies that include long-term holdings, option writing, derivatives, and margin trading.

Options & derivatives strategies Cash flow / budgeting

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