Firm profile

IRONWOOD INVESTMENT COUNSEL, LLC

SCOTTSDALE, AZCRD 110623Latest ADV March 24, 2026

Ironwood Investment Counsel, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 24, 2026, reports $1.8B in regulatory assets under management, 22 employees, and 2,525 accounts.

Assets Under Management
$1.8B
Employees
22
Offices
--
Total Clients
554
Primary office
SCOTTSDALE, AZ
6263 N. SCOTTSDALE ROAD, SUITE 200, SCOTTSDALE, AZ, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMatthew J. Carter

Advisory services offered

4 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentHNWI represent 54.2% of total clients.
Top client categories% of clientsClients
1
HNWI
54.2%
300
2
Individuals
44.9%
249
3
Charitable
0.9%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.8Bas of March 24, 2026
Discretionary100.0%
$1.8B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$1.8B
Total Accounts2,525
10Y AUM Change+$743M (+73.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees22
Clients per Employee25:1
10Y Employee Change+7 (+46.7%)

* 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.