Investment Advisor Associates, Inc.

Investment Advisor Associates, Inc. is a US investment advisory entity with no publicly disclosed AUM, principals, or strategy per open-source research.

Investment Advisor Associates, Inc.

INVESTMENT ADVISOR ASSOCIATES, INC. is an SEC-registered investment adviser. The firm manages $37 million in assets, $30 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Asset Manager

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

—

Who runs investment decisions at Investment Advisor Associates, Inc.?

No named principals or investment committee members are publicly identified for this firm. Public records do not disclose a CEO, CIO, or managing principal. Without a website, LinkedIn, or regulatory filing naming leadership, the decision-making structure is unknown as of 2025.

Where does the underlying wealth come from for Investment Advisor Associates, Inc.?

No wealth origin is disclosed. The firm does not publicly identify a family, individual, or institutional capital source. It is not associated with any known wealthy family or endowment in publicly available sources.

What investment stages or asset classes does Investment Advisor Associates, Inc. target?

The firm's target investment stages, asset classes, and sector preferences are not stated in any public source. No filings, press releases, or marketing materials outline whether it focuses on equities, fixed income, private markets, or other strategies.

Is Investment Advisor Associates, Inc. regulated by the SEC?

The firm is named as an investment advisor incorporated in the United States. Whether it is registered with the SEC or operates under an exemption is not publicly confirmed. The SEC's Investment Adviser Public Disclosure database (IAPD) may contain records, but no registration details are available from primary sources used in this profile.

Does Investment Advisor Associates, Inc. participate in fund commitments or only direct deals?

No information exists in public sources about the firm's approach to fund commitments versus direct investments. There are no documented co-investments, fund allocations, or SPVs linked to the firm.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.