Ironsides Asset Advisors, LLC
Firm details
- Headquarters
- Rocky Mount, North Carolina
- CRD number
- 161683
- Registered since
- April 9, 2013
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.17%
- Charitable Organizations2.55%
- Corporations / Businesses0.17%
- Individuals0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ironsides Asset Advisors, LLC is an independent RIA that has been SEC-registered since 2013. The firm is owned by an individual and serves both high-net-worth individuals and families as well as institutional clients. It operates as a capital allocator and offers financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and the selection of other advisers. Its fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other50%
- Public Funds/Mutual Funds35%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- US Government Bonds1%
Owners & executives
2 of 2Emmett Gibson
Chief Compliance OfficerCRD 6029583
Mark Roberts
Managing Member and Chief Investment OfficerCRD 2229420
Contacts
1 of 1
Benjamin Roberts
Vice President, InvestmentsCRD 8321159
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$321M in ETFs
92%
$296M
5%
$25.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $48.2M | 289,812 | 15.01% |
Location
Rocky Mount, NC
Nash
Location
Rocky Mount, NC
Headquartered in Rocky Mount, NC, anchoring the Rocky Mount-Wilson-Roanoke Rapids, NC metro in the South.
- Metro area
- Rocky Mount-Wilson-Roanoke Rapids, NC
- Region
- South
- County
- Nash
- Address
- 511 Tarrytown Ctr
- Time zone
- ET (UTC-5)
- Office locations
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