Firm profile

IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NECRD 168892Latest ADV March 6, 2026

Ironvine Capital Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 6, 2026, reports $1.1B in regulatory assets under management, 5 employees, 1 office, and 533 accounts.

Assets Under Management
$1.1B
Employees
5
Offices
1 office
Total Clients
170
Primary office
OMAHA, NE
9290 W. DODGE RD; STE 203, OMAHA, NE, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCORyan P. Mendlik

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 39.4% of total clients.
Top client categories% of clientsClients
1
Individuals
39.4%
67
2
HNWI
35.9%
61
3
Pension Plans
14.1%
24
4
Corporations
7.6%
13
5
Charitable
2.4%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of March 6, 2026
Discretionary100.0%
$1.1B
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.

Total AUM$1.1B
Total Accounts533
10Y AUM Change+$861M (+304.3%)

Employee Growth by Quarter

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

Total Employees5
Clients per Employee34:1
10Y Employee Change+2 (+66.7%)

* 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.