Iron Oak Capital Management

Overview

Iron Oak Capital Management is an independent, individually owned RIA that advises primarily individuals and families. The firm combines financial planning with discretionary portfolio management for individuals, small businesses and institutions, and runs educational seminars and workshops. Its fee structure mixes a percentage of assets under management with hourly charges, which supports both ongoing portfolio oversight and project-based planning work. Investment activity is concentrated in publicly traded equities; the firm shows a clear equity preference and implements most client exposure through exchange-traded equities. Iron Oak does not identify as an ESG-focused investor. While the adviser is listed as not being a multi-state registered adviser, filings show it operates from two office locations in two different states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices