Ira Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 11, 2026, reports $15.4B in regulatory assets under management, 19 employees, and 691 accounts.
Assets Under Management
$15.4B
Employees
19
Offices
--
Total Clients
302
Primary office
ATLANTA, GA
1230 PEACHTREE STREET NE, SUITE 3800, ATLANTA, GA, United States
Top client segmentHNWI represent 34.1% of total clients.
Top client categories% of clientsClients
1
HNWI
34.1%
103
2
Individuals
29.5%
89
3
Pension Plans
28.1%
85
4
457, 403B, DC NQ AND ESOP
6.6%
20
5
Charitable
1.7%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.4Bas of March 11, 2026
Discretionary6.8%
$1.1B
7% of total RAUM6.8%
Non-discretionary93.2%
$14.4B
93% of total RAUM93.2%
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$15.4B
Total Accounts691
10Y AUM Change+$15.2B (+9011.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee16:1
10Y Employee Change+8 (+72.7%)
* 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.