Investment adviser · CRD 126246
IRA GROUP, INC.
Investment adviser filing (IA)
INVESTMENT RESEARCH & ADVISORY GROUP, INC.
ATLANTA, GA, United States · Form ADV filed Mar 11, 2026
- Regulatory AUM
- $15.4B Form ADV · Item 5.F
- Client accounts
- 691 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 18 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 85 | $13,841,768,801 | 89.8% |
| High-net-worth individuals | 103 | $600,386,079 | 3.9% |
| Other clients | 20 | $590,201,701 | 3.8% |
| Government entities | Fewer than 5 | $287,942,819 | 1.9% |
| Charities | 5 | $51,552,120 | 0.3% |
| Individuals | 89 | $36,980,203 | 0.2% |
| Corporations & businesses | Fewer than 5 | $7,909,891 | 0.1% |
Filing source
Form ADV 2070083 · Mar 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 11, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
1230 PEACHTREE STREET NE, SUITE 3800ATLANTA, GA, 30309, United States
CRD 126246
Filing source
Form ADV 2070083 · Mar 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.