Ironoak Advisors LLC (Richmond)

Ironoak Advisors LLC is a large advisory firm based in Richmond. It manages $821.64 million of regulatory assets for 57 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 47 other states.

Ironoak Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ironoak Advisors: assets under management

The assets under management (AUM) of Ironoak Advisors LLC is $821.64 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -64% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $821.64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $14.41 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ironoak Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ironoak Advisors LLC

Jeffrey Evan Markunas joined the executive team most recently as the President And Chief Investment Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Trusco Capital Management Inc	Parent company	1 Dec 2007	75% - 100%	107346
Inc. Ridgeworth Capital Management	Managing member	1 Dec 2007	75% - 100%	107346
Ashi Parikh	Chief executive officer	1 Jan 2008	Other	2682750
Jeffrey Evan Markunas	President and chief investment officer	1 Jan 2008	Other	2066773
John Howard Stebbins	Chief financial officer	1 Jan 2008	Other	4774615
Josie Clemons Rosson	Chief compliance officer	1 Jan 2008	Other	2594085
Ashi Sarvabhoum Parikh	Chief executive officer	1 Jan 2008	Other	2682750

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Suntrust Banks	Parent company	1 Nov 1984	75% - 100%	58-1575035

Based in Richmond

The principal office where Ironoak Advisors LLC performs its advisory services is located at 919 East Main Street, Richmond, VA 23219, which is also the mailing address of the firm. An additional office of the firm is in Atlanta, GA. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 804-822-3262 or by fax 804-822-3263. The normal business hours are 8:30 to 5:00 on Monday - Friday.