ROCKY MOUNT, NCCRD 161683Latest ADV February 12, 2026
Ironsides Asset Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Rocky Mount, NC. Its latest Form ADV filing, dated February 12, 2026, reports $1.4B in regulatory assets under management, 3 employees, and 872 accounts.
Assets Under Management
$1.4B
Employees
3
Offices
--
Total Clients
39
Primary office
ROCKY MOUNT, NC
511 TARRYTOWN CENTER, ROCKY MOUNT, NC, 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 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.7% of total clients.
Top client categories% of clientsClients
1
HNWI
66.7%
26
2
Individuals
20.5%
8
3
Charitable
12.8%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of February 12, 2026
Discretionary40.6%
$578M
41% of total RAUM40.6%
Non-discretionary59.4%
$846M
59% of total RAUM59.4%
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.
Total AUM$1.4B
Total Accounts872
10Y AUM Change+$916M (+180.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee13:1
10Y Employee Change+1 (+50.0%)
* 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.