Investment Research Corp is an SEC registered investment adviser organized as a corporation with a primary office location in Denver, CO. Its latest Form ADV filing, dated March 30, 2026, reports $76M in regulatory assets under management, 21 employee, and 166 accounts.
Assets Under Management
$76M
Employees
21
Offices
--
Total Clients
166
Primary office
DENVER, CO
1636 NORTH LOGAN STREET, DENVER, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.8% of total clients.
Top client categories% of clientsClients
1
Individuals
95.8%
159
2
HNWI
2.4%
4
3
Pension Plans
1.2%
2
4
Investment Cos.
0.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$76Mas of March 30, 2026
Discretionary26.1%
$20M
26% of total RAUM26.1%
Non-discretionary73.9%
$56M
74% of total RAUM73.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$76M
Total Accounts166
10Y AUM Change+$25M (+48.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee8:1
10Y Employee Change+4 (+23.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.