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| Investment Research & Advisory Group Inc
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| CRD # | 126246 |
| SEC # | 801-70558 |
| CIK # | 0001802136 |
| AUM | 15.42 B (2026-03-11) |
| Employees | 19 (95% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 404-760-3730 |
| Address | 1230 Peachtree Street NE Atlanta, GA 30309 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001802136 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.5 | ||
| Alphabet Inc | 12.3 | ||
| Nvidia Corp | 11.6 | ||
| Amazon Com Inc | 8.6 | ||
| Microsoft Corp | 7.9 | ||
| J P Morgan Chase & Co | 7.6 | ||
| Mastercard Inc | 6.8 | ||
| Lilly Eli & Co | 6.8 | ||
| Schwab Charles Corp | 6.3 | ||
| Visa Inc | 6.0 | ||
| Facebook Inc | 5.6 | ||
| Johnson & Johnson | 5.3 | ||
| BlackRock Inc | 5.1 | ||
| ASML Holding NV | 5.0 | ||
| Costco Wholesale Corp /NEW | 4.9 | ||
| Ace Ltd | 4.7 | ||
| General Electric Co | 4.4 | ||
| Uber Technologies Inc | 4.2 | ||
| General Dynamics Corp | 3.9 | ||
| Netflix Inc | 3.6 | ||
| Philip Morris International Inc | 3.5 | ||
| Lockheed Martin Corp | 3.4 | ||
| Quintiles Transnational Holdings Inc | 3.1 | ||
| Starbucks Corp | 3.1 | ||
| Caterpillar Inc | 3.1 | ||
| Salesforce Com Inc | 3.0 | ||
| Boeing Co | 3.0 | ||
| Priceline Com Inc | 2.8 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 0.0 |
| (b) Individuals (high net worth individuals) | 103 | 0.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 85 | 13.8 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 20 | 0.6 |
| Total | 691 | 15.4 |
| By Discretionary | ||
| Discretionary | 570 | 1.1 |
| Non-Discretionary | 121 | 14.4 |
| Total | 691 | 15.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 15.4 | |
| Total | 691 | 15.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802136] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Principal Securities Inc
✚
|
IA | 17.02 B |
|
IFP Advisors LLC
✚
|
FL | 16.29 B |
|
Farther Finance Advisors LLC
✚
|
CA | 16.01 B |
|
Osaic Advisory Services LLC
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|
GA | 15.48 B |
|
Bleakley Financial Group LLC
✚
|
NJ | 15.13 B |
|
CliftonLarsonAllen Wealth Advisors LLC
✚
|
MN | 14.43 B |
|
Congress Asset Management Company LLP
✚
|
MA | 14.20 B |
|
Federated Global Investment Management Corp
✚
|
NY | 14.09 B |
|
Circle Wealth Management LLC
✚
|
NJ | 14.07 B |
|
Goldman Sachs Asset Management Singapore PTE Ltd
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|
13.78 B |