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IRC Wealth
IRC Wealth is an SEC-registered investment adviser in Atlanta, GA, registered since 2006. The firm manages $667 million in assets, with $609 million...
Overview
IRC Wealth is an SEC-registered investment adviser in Atlanta, GA, registered since 2006. The firm manages $667 million in assets, with $609 million discretionary. It has 11 employees and 8 investment advisers. IRC WEALTH was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-02-25, it reported 11 employees; 1,076 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2006
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Frequently asked questions
How is IRC Wealth structured as an advisory firm?
IRC Wealth operates as an independent registered investment adviser based in Atlanta, Georgia. The firm is not part of a larger bank, broker-dealer, or aggregator platform. This structure gives it discretion over manager selection, custody relationships, and client service protocols, without the product-push incentives common in wirehouse environments.
What types of clients does IRC Wealth typically serve?
The firm's practice centers on corporate executives, business owners, and high-income professionals in the Atlanta metro area and broader Southeast. Client engagements are defined by financial planning relationships rather than transactional brokerage, with service models built around concentrated equity compensation, pre-liquidity planning, and retirement income design.
Does IRC Wealth manage proprietary investment funds or rely on external managers?
IRC Wealth does not sponsor proprietary mutual funds, ETFs, or private placement vehicles. The firm uses externally managed strategies — including active and passive mutual funds, exchange-traded funds, and institutional separate accounts — to build each client portfolio. Alternative investments, when used, are accessed through third-party interval funds or registered products rather than direct private placements.
How does IRC Wealth approach tax management in client portfolios?
Tax efficiency forms a central pillar of IRC Wealth's investment process. For taxable accounts, the firm emphasizes municipal bond portfolios, tax-loss harvesting, and asset location strategies that place income-inefficient holdings in qualified accounts. Direct indexing and individual security mandates are used where glide-path management matters more than benchmark replication.
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