Firm profile

IOR

CLAYTON, MOCRD 311647Latest ADV February 6, 2026

Ior is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clayton, MO. Its latest Form ADV filing, dated February 6, 2026, reports $127M in regulatory assets under management, 11 employees, and 4 accounts.

Assets Under Management
$127M
Employees
11
Offices
--
Total Clients
<5
Primary office
CLAYTON, MO
8301 MARYLAND AVE, SUITE 300, CLAYTON, MO, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAnthony S. Waskiewicz

Advisory services offered

2 types reported
Other advisory services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$127Mas of February 6, 2026
Discretionary100.0%
$127M
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$127M
Total Accounts4
10Y AUM Change+$19M (+18.0%)

Employee Growth by Quarter

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

Total Employees11
Clients per Employee
10Y Employee Change+4 (+57.1%)

* 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.